Plan Snapshot
- Plan Sponsor: Naturalawn Of America, INC.
- Sponsor EIN: 521720695
- Sponsor Address: 1 EAST CHURCH ST, FREDERICK, MD, 21701
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 138
- Total Assets: $3.8M
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. |
|---|---|---|---|---|
| 2025 | 138 | $3.8M | $0 | $0 |
| 2024 | 103 | $3.7M | $40,502 | $219,394 |
| 2023 | 113 | $3.3M | $41,804 | $221,564 |
| 2022 | 120 | $2.6M | $38,125 | $213,600 |
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 |
|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | Other Service Provider | $9,338 | — | $9,338 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,338
- Estimated Expense Ratio: 0.248% 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 |
|---|---|---|---|---|---|
| 2025 | $848,993 | $10,084 | $7,425 | — | — |
| 2024 | $49,287 | $9,567 | $25,398 | — | — |
| 2023 | $31,643 | $7,661 | $11,310 | — | — |
| 2022 | $28,321 | — | $28,321 | — | — |