Plan Snapshot
- Plan Sponsor: Salisbury House, LLC
- Sponsor EIN: 522085789
- Sponsor Address: 2 VILLAGE SQUARE, BALTIMORE, MD, 212101624
- Plan Type: 401(k)
- Total Participants: 2,958
- Total Assets: $62.9M
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 | 2,958 | $62.9M | $3.5M | $6.4M |
| 2023 | 2,258 | $45.3M | $2.6M | $4.8M |
| 2022 | 1,590 | $31.3M | $1.9M | $3.5M |
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 |
|---|---|---|---|---|
| GORFINE,SCHILLER&GARDYN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORFINE,SCHILLER&GARDYN — 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 | $200,546 | $54,487 | — | — | — |
| 2023 | $109,409 | $38,677 | — | — | — |
| 2022 | $133,180 | — | — | — | — |