# Lerch, Early & Brewer Chartered 401(k) Plan
Source: https://planprovider.pro/companies/lerch-early-brewer-chartered-401k-plan

> Lerch, Early & Brewer Chartered's 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lerch, Early & Brewer Chartered

- **Sponsor EIN:** 521037344

- **Sponsor Address:** 7600 WISCONSIN AVE., BETHESDA, MD, 20814

- **Plan Type:** 401(k)

- **Total Participants:** 129

- **Total Assets:** $81.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|129|$81.5M|$0|$0|

| 2023|115|$64.2M|$0|$0|

## 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|

| CLIFTONLARSONALLEN, LLP|Auditor|$30,000|—|$30,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,000

- **Estimated Expense Ratio:** 0.037% 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|$12,557|$4,740|—|$30,000|—|

| 2023|-$16,275|$5,492|—|—|—|

## Similar Plans

- [Stein Sperling Bennett De Jong Driscoll PC](https://planprovider.pro/companies/stein-sperling-bennett-de-jong-dris-oll-pc-plan) — 132 participants

- [Bww Law Group, LLC](https://planprovider.pro/companies/bww-law-group-llc-401k-plan) — 125 participants

- [Semmes, Bowen & Semmes](https://planprovider.pro/companies/semmes-bowen-semmes-a-professional-corporation-plan) — 136 participants

- [Semmes, Bowen & Semmes](https://planprovider.pro/companies/semmes-bowen-semmes-plan-001) — 119 participants

- [Gordon Feinblatt LLC](https://planprovider.pro/companies/gordon-feinblatt-llc-401k-plan) — 118 participants

- [Pessin Katz Law, PA](https://planprovider.pro/companies/pessin-katz-law-pa-401k-plan) — 98 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lerch-early-brewer-chartered-401k-plan)

© 2026 PlanProvider.Pro