# Rummel, Klepper & Kahl 401(k) Plan
Source: https://planprovider.pro/companies/rummel-klepper-kahl-401k-plan

> Rummel, Klepper & Kahl's 401(k) plan: 2,023 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$142,235|—|$142,235|

| YOUNT, HYDE & BARBOUR, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [YOUNT, HYDE & BARBOUR, P.C.](https://planprovider.pro/provider/yount-hyde-and-barbour-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $142,235

- **Estimated Expense Ratio:** 0.047% of plan assets

### 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|—|—|—|—|

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