Plan Snapshot
- Plan Sponsor: Marthas Table INC.
- Sponsor EIN: 521186071
- Sponsor Address: 2375 ELVANS RD SE, WASHINGTON, DC, 20020
- Plan Type: 403(b)
- Total Participants: 136
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 136 | $4.8M | $274,077 | $267,057 |
| 2023 | 128 | $4.2M | $244,138 | $253,838 |
| 2022 | 124 | $3.2M | $219,755 | $268,560 |
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 |
|---|---|---|---|---|
| GELMAN ROSENBERG & FREEDMAN | 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 | $17,531 | $15,893 | $1,638 | — | — |
| 2023 | $13,500 | $12,263 | $1,237 | — | — |
| 2022 | $11,152 | $9,432 | $1,720 | — | — |