Plan Snapshot
- Plan Sponsor: Klein'S Shoprite Of Maryland
- Sponsor EIN: 521148138
- Sponsor Address: 2011 KLEIN PLAZA DR SUITE 2C, FOREST HILL, MD, 21050
- Plan Type: 401(k)
- Total Participants: 701
- Total Assets: $32.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 701 | $32.2M | $520,887 | $1.5M |
| 2023 | 687 | $29.6M | $436,107 | $1.4M |
| 2022 | 665 | $26.5M | $498,262 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $96,392 | — | $96,392 |
| MORGAN STANLEY | INVESTMENT ADVISORY | $51,275 | — | $51,275 |
| ELLIN & TUCKER, CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- MORGAN STANLEY — INVESTMENT ADVISORY
- ELLIN & TUCKER, CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,667
- Estimated Expense Ratio: 0.458% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $147,667 | $51,275 | — | — | — |
| 2023 | $103,035 | $45,221 | — | — | — |
| 2022 | $94,068 | $46,579 | — | — | — |