# Mount Vernon Mansion, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mount-vernon-mansion-llc-401k-plan

> Mount Vernon Mansion, LLC's 401(k) plan: 59 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [Hospitality Partners, LLC](https://planprovider.pro/companies/hospitality-partners-llc-401k-plan) — 108 participants

- [The Tilghman Island Inn, INC.](https://planprovider.pro/companies/the-tilghman-island-inn-inc-plan) — 10 participants

- [Evergreen Holdings, INC.](https://planprovider.pro/companies/evergreen-holdings-inc-401k-plan) — 2 participants

- [Rod N Reel, INC.](https://planprovider.pro/companies/rod-reel-inc-401k-plan) — 116 participants

- [Woodmont Hospitality, INC.](https://planprovider.pro/companies/woodmont-hospitality-inc-401k-plan) — 2 participants

- [Chesapeake Hospitality](https://planprovider.pro/companies/chesapeake-hospitality-401k-plan) — 134 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mount-vernon-mansion-llc-401k-plan)

© 2026 PlanProvider.Pro