Plan Snapshot
- Plan Sponsor: Operative Plasterers Lu No. 96 Pension
- Sponsor EIN: 526148611
- Sponsor Address: 7130 COLUMBIA GATEWAY DRIVE, SUITE, COLUMBIA, MD, 210469978
- Plan Type: DC
- Total Participants: 72
- Total Assets: $798,859
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 72 | $798,859 | $95,735 | $0 |
| 2023 | 66 | $697,699 | $62,894 | $0 |
| 2022 | 69 | $681,667 | $132,233 | $0 |
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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $8,500 | — | $8,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,500
- Estimated Expense Ratio: 1.064% 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 | $34,516 | $1,281 | $19,620 | $8,500 | — |
| 2023 | $36,900 | $1,129 | $19,500 | $9,000 | — |
| 2022 | $30,795 | $868 | $16,440 | — | $10,475 |