Plan Snapshot
- Plan Sponsor: Residential One, LLC
- Sponsor EIN: 474263376
- Sponsor Address: 8975 GUILFORD RD. SUITE 100, COLUMBIA, MD, 21046
- Plan Type: 401(k)
- Total Participants: 412
- Total Assets: $8.2M
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 | 412 | $8.2M | $347,944 | $837,243 |
| 2023 | 365 | $6.6M | $339,450 | $848,204 |
| 2022 | 339 | $5.6M | $338,010 | $821,661 |
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 |
|---|---|---|---|---|
| LUXENBURG & BRONFIN LLC | Auditor | — | — | $0 |
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 | $53,103 | — | — | — | — |
| 2023 | $78,416 | — | — | — | — |
| 2022 | $84,800 | — | — | — | — |