Plan Snapshot
- Plan Sponsor: Pm Consulting Group LLC Dba Vistant
- Sponsor EIN: 263177349
- Sponsor Address: 100 WEST ROAD, TOWSON, MD, 21204
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 105 | $6.1M | $398,387 | $954,071 |
| 2023 | 156 | $4.5M | $444,401 | $917,447 |
| 2022 | 143 | $2.7M | $366,312 | $798,191 |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO 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 | $66,609 | $1,036 | $65,573 | — | — |
| 2023 | $46,335 | — | $46,335 | — | — |
| 2022 | $30,235 | $2,883 | $27,352 | — | — |