Plan Snapshot
- Plan Sponsor: Shalom Baranes Associates, P.C.
- Sponsor EIN: 521845924
- Sponsor Address: 1010 WISCONSIN AVE NW, WASHINGTON, DC, 20007
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $21.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 49 | $21.8M | $19,920 | $852,086 |
| 2023 | 69 | $24.2M | $54,140 | $1.1M |
| 2022 | 77 | $22.0M | $94,899 | $1.2M |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — 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 | $13,341 | — | $13,341 | — | — |
| 2023 | $29,400 | — | $29,400 | — | — |
| 2022 | $13,460 | — | $13,460 | — | — |