# Midatlantic Realty Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/midatlantic-realty-partners-llc-401k-plan

> Midatlantic Realty Partners, LLC's 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Midatlantic Realty Partners, LLC

- **Sponsor EIN:** 870744291

- **Sponsor Address:** 3050 K STREET, NW SUITE 125, WASHINGTON, DC, 20007

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

- **Total Participants:** 134

- **Total Assets:** $9.8M

## 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|134|$9.8M|$0|$765,246|

| 2023|141|$7.9M|$864,423|$0|

| 2022|145|$7.1M|$0|$919,805|

## 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|

| EMPOWER ANNUITY INSURANCE CO OF AM|RECORDKEEPER|$37,099|—|$37,099|

| LAFAYETTE LIFE INSURANCE COMPANY|CONTRACT ADMIN|$5,828|—|$5,828|

| TOOLE KATZ & ROEMERSMA, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TOOLE KATZ & ROEMERSMA, LLP](https://planprovider.pro/provider/toole-katz-and-roemersma-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,927

- **Estimated Expense Ratio:** 0.440% 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|$47,363|—|—|—|—|

| 2023|$40,205|—|—|—|—|

| 2022|$37,293|$37,293|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/midatlantic-realty-partners-llc-401k-plan)

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