Plan Snapshot
- Plan Sponsor: Shulman Rogers, P.A.
- Sponsor EIN: 521008944
- Sponsor Address: 12505 PARK POTOMAC AVENUE, POTOMAC, MD, 20854
- Plan Type: DC
- Total Participants: 208
- Total Assets: $116.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 208 | $116.4M | $2.5M | $2.6M |
| 2023 | 194 | $107.8M | $2.5M | $2.3M |
| 2022 | 179 | $91.0M | $2.2M | $1.9M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $75,690 | $25,000 | — | — | — |
| 2023 | $72,265 | $25,000 | — | — | — |
| 2022 | $76,191 | — | — | — | — |