Plan Snapshot
- Plan Sponsor: Maury Donnelly & Parr, INC.
- Sponsor EIN: 520406630
- Sponsor Address: 24 COMMERCE STREET, BALTIMORE, MD, 21202
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $19.0M
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 | 195 | $19.0M | $672,378 | $1.3M |
| 2023 | 166 | $14.2M | $550,611 | $1.0M |
| 2022 | 138 | $10.3M | $442,334 | $844,992 |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
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 | $35,294 | $33,504 | — | — | — |
| 2023 | $47,588 | $45,409 | — | — | — |
| 2022 | $54,411 | $52,410 | — | — | $2,001 |