# Shulman Rogers, P.A. DC Plan
Source: https://planprovider.pro/companies/shulman-rogers-gandal-pordy-ecker-p-a-plan-001

> Shulman Rogers, P.A.'s DC plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$50,690|—|$50,690|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISOR|$25,000|—|$25,000|

| CITRIN COOPERMAN & COMPANY, LLP|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

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,690

- **Estimated Expense Ratio:** 0.065% 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|$75,690|$25,000|—|—|—|

| 2023|$72,265|$25,000|—|—|—|

| 2022|$76,191|—|—|—|—|

## Similar Plans

- [Miles & Stockbridge P.C.](https://planprovider.pro/companies/miles-stockbridge-p-c-plan-001) — 385 participants

- [Offit Kurman, P.A.](https://planprovider.pro/companies/offit-kurman-p-a-401k-plan) — 524 participants

- [Dla Piper LLP Us](https://planprovider.pro/companies/dla-piper-llp-us-plan-007) — 638 participants

- [Venable LLP](https://planprovider.pro/companies/venable-llp-401k-plan-004) — 716 participants

- [Venable LLP](https://planprovider.pro/companies/venable-llp-401k-plan-003) — 1,670 participants

- [Dla Piper LLP (Us)](https://planprovider.pro/companies/dla-piper-llp-us-401k-plan) — 3,042 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shulman-rogers-gandal-pordy-ecker-p-a-plan-001)

© 2026 PlanProvider.Pro