# Klein'S Shoprite Of Maryland 401(k) Plan
Source: https://planprovider.pro/companies/kleins-shoprite-of-maryland-401k-plan

> Klein'S Shoprite Of Maryland's 401(k) plan: 701 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY

- [ELLIN & TUCKER, CHARTERED](https://planprovider.pro/provider/ellin-and-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|—|—|—|

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