# Offit Kurman, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/offit-kurman-p-a-401k-plan

> Offit Kurman, P.A.'s 401(k) plan: 524 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Offit Kurman, P.A.

- **Sponsor EIN:** 521518021

- **Sponsor Address:** 7501 WISCONSIN AVENUE, BETHESDA, MD, 20814

- **Plan Type:** 401(k)

- **Total Participants:** 524

- **Total Assets:** $86.9M

## 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|524|$86.9M|$1.2M|$6.3M|

| 2023|577|$80.1M|$1.3M|$6.0M|

| 2022|502|$68.8M|$965,446|$5.4M|

## 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|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$34,756|—|$34,756|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$28,916|—|$28,916|

| BENEFIT AUDIT GROUP, LLC|ACCOUNTANT/AUDITOR|$10,400|—|$10,400|

| BENEFIT AUDIT GROUP LLC|Auditor|$10,400|—|$10,400|

| JUNO FINANCIAL GROUP|INVESTMENT ADVISOR|$5,486|—|$5,486|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BENEFIT AUDIT GROUP LLC](https://planprovider.pro/provider/benefit-audit-group-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $89,958

- **Estimated Expense Ratio:** 0.104% 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|$79,558|$34,756|—|$10,400|—|

| 2023|$139,154|$35,820|—|—|—|

| 2022|$95,455|—|—|—|—|

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