Plan Snapshot
- Plan Sponsor: L. Fishman & Son, INC.
- Sponsor EIN: 520999493
- Sponsor Address: 6301 E. LOMBARD ST., BALTIMORE, MD, 21224
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $20.3M
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 | 259 | $20.3M | $585,645 | $1.3M |
| 2023 | 257 | $17.8M | $557,568 | $1.2M |
| 2022 | 246 | $14.0M | $515,685 | $1.1M |
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 |
|---|---|---|---|---|
| GROSS MENDELSOHN & ASSOCIATES, P.A. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $71,057 | — | $71,057 | — | — |
| 2023 | $60,840 | — | $60,840 | — | — |
| 2022 | $48,172 | — | $48,172 | — | — |