Plan Snapshot
- Plan Sponsor: Rummel, Klepper & Kahl
- Sponsor EIN: 520599112
- Sponsor Address: 700 EAST PRATT STREET, BALTIMORE, MD, 21202
- Plan Type: 401(k)
- Total Participants: 2,023
- Total Assets: $303.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,023 | $303.4M | $6.0M | $16.0M |
| 2023 | 1,572 | $251.1M | $6.8M | $14.0M |
| 2022 | 1,414 | $206.1M | $4.3M | $12.3M |
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 |
|---|---|---|---|---|
| YOUNT, HYDE & BARBOUR, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YOUNT, HYDE & BARBOUR, P.C. — 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 | $141,487 | — | — | — | — |
| 2023 | $121,763 | — | — | — | — |
| 2022 | $128,094 | — | — | — | — |