Plan Snapshot
- Plan Sponsor: Miles & Stockbridge P.C.
- Sponsor EIN: 521852131
- Sponsor Address: 100 LIGHT STREET, BALTIMORE, MD, 212021036
- Plan Type: DC
- Total Participants: 385
- Total Assets: $195.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 385 | $195.4M | $3.1M | $4.4M |
| 2023 | 328 | $171.4M | $2.9M | $4.3M |
| 2022 | 332 | $142.7M | $2.5M | $4.2M |
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 |
|---|---|---|---|---|
| ELLIN & TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER — 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 | $83,380 | $40,185 | $43,195 | — | — |
| 2023 | $93,486 | $49,984 | $43,502 | — | — |
| 2022 | $88,291 | $43,913 | $41,782 | — | $2,596 |