# Miles & Stockbridge P.C. DC Plan
Source: https://planprovider.pro/companies/miles-stockbridge-p-c-plan-001

> Miles & Stockbridge P.C.'s DC plan: 385 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$38,198|—|$38,198|

| LOCKTON INVESTMENT ADVISORS, LLC|CONSULTANT|$30,179|—|$30,179|

| CREATIVE PLANNING|INVESTMENT ADVISORY|$9,997|—|$9,997|

| ELLIN & TUCKER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LOCKTON INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/creative-planning) — CONSULTANT

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [ELLIN & TUCKER](https://planprovider.pro/provider/ellin-and-tucker-chartered) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,374

- **Estimated Expense Ratio:** 0.040% 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|$83,380|$40,185|$43,195|—|—|

| 2023|$93,486|$49,984|$43,502|—|—|

| 2022|$88,291|$43,913|$41,782|—|$2,596|

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