Plan Snapshot
- Plan Sponsor: Robert Charles Lesser & Co., LLC
- Sponsor EIN: 522334830
- Sponsor Address: 4800 HAMPDEN LANE, SUITE 710, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $25.6M
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 | 99 | $25.6M | $672,534 | $1.3M |
| 2023 | 100 | $21.0M | $822,781 | $1.1M |
| 2022 | 99 | $16.2M | $735,723 | $990,726 |
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 |
|---|---|---|---|---|
| WOLF & COMPANY, P.C. | 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 | $59,479 | $40,251 | — | — | — |
| 2023 | $50,945 | $34,918 | — | — | — |
| 2022 | $56,973 | $39,291 | — | — | $17,682 |