Plan Snapshot
- Plan Sponsor: Oblon, Mcclelland, Maier & Neustadt, LLP
- Sponsor EIN: 541080193
- Sponsor Address: 1940 DUKE STREET, ALEXANDRIA, VA, 22314
- Plan Type: DC
- Total Participants: 173
- Total Assets: $101.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 173 | $101.7M | $721,690 | $2.2M |
| 2023 | 193 | $91.3M | $760,875 | $2.4M |
| 2022 | 232 | $80.4M | $1.4M | $2.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
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 | $121,247 | $82,978 | — | — | — |
| 2023 | $122,084 | $73,960 | — | $22,575 | — |
| 2022 | $129,933 | — | — | — | — |