Plan Snapshot
- Plan Sponsor: Rees Broome, PC
- Sponsor EIN: 540965953
- Sponsor Address: 1900 GALLOWS ROAD, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $29.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 95 | $29.3M | $592,370 | $954,009 |
| 2023 | 89 | $26.2M | $617,048 | $1.2M |
| 2022 | 92 | $21.6M | $622,620 | $1.0M |
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 |
|---|---|---|---|---|
| KOSITZKA WICKS AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KOSITZKA WICKS AND COMPANY — 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 | $85,670 | $47,600 | — | — | — |
| 2023 | $73,355 | $40,510 | — | — | — |
| 2022 | $72,558 | — | — | — | — |