Plan Snapshot
- Plan Sponsor: Miller, Long & Arnold Co., INC.
- Sponsor EIN: 521731486
- Sponsor Address: 4701 WASHINGTON BLVD, BALTIMORE, MD, 212274432
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $10.9M
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 | 148 | $10.9M | $920,264 | $226,894 |
| 2023 | 237 | $10.2M | $899,825 | $243,978 |
| 2022 | 291 | $9.3M | $1.6M | $225,709 |
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 | $2,257 | — | $2,257 |
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: $2,257
- Estimated Expense Ratio: 0.021% 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 | $41,367 | — | $39,110 | $2,257 | — |
| 2023 | $42,925 | — | $42,925 | — | — |
| 2022 | $33,140 | — | $33,140 | — | — |