Plan Snapshot
- Plan Sponsor: Mount Vernon Mansion, LLC
- Sponsor EIN: 273444025
- Sponsor Address: 205 E BIDDLE ST, BALTIMORE, MD, 21202
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $1.2M
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 | 59 | $1.2M | $48,288 | $128,194 |
| 2023 | 55 | $915,000 | $61,043 | $130,538 |
| 2022 | 45 | $672,783 | $51,988 | $113,130 |
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 |
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 | $2,888 | — | — | — | — |
| 2023 | $2,713 | — | — | — | — |
| 2022 | $2,086 | — | — | — | — |