# Special Agents Mutual Benefit Association 401(k) Plan Source: https://planprovider.pro/companies/special-agents-mutual-benefit-association-521074154-501 > Special Agents Mutual Benefit Association's 401(k) plan: 109,573 participants, plan year 2025 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2025. ## Plan Snapshot - **Plan Sponsor:** Special Agents Mutual Benefit Association - **Sponsor EIN:** 521074154 - **Sponsor Address:** 11301 OLD GEORGETOWN ROAD, ROCKVILLE, MD, 20852 - **Plan Type:** 401(k) - **Plan Number:** 501 - **Total Participants:** 109,573 - **Total Assets:** $223.0M ## Key Plan Design Features - **Auto-Enrollment:** No - **Auto-Escalation:** No - **Allows Roth Contributions:** No - **Participant Loans:** No - **Participant-Directed Investments:** No - **ERISA Section 404(c) Fiduciary Safe Harbor:** No ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2025|109,573|$223.0M|$0|$0| | 2024|108,563|$200.7M|$0|$23.9M| | 2023|104,373|$184.4M|$0|$23.2M| | 2022|91,626|$162.8M|$0|$22.9M| ## 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| | SAMBA BENEFIT PLAN|Other Service Provider|$2,154,770|—|$2,154,770| | AETNA LIFE INSURANCE COMPANY|Recordkeeper|$788,199|—|$788,199| | WITHUMSMITH+BROWN PC|Other Service Provider|$718,793|—|$718,793| | RAM TECHNOLOGIES INC.|Other Service Provider|$585,166|—|$585,166| | PNC INSTITUTIONAL INVESTMENTS|Other Service Provider|$477,818|—|$477,818| | COUNTERPOINT SOFTWARE INC|Other Service Provider|$356,518|—|$356,518| | ZELIS PAYMENTS HOLDINGS LLC|Other Service Provider|$268,078|—|$268,078| | HOUSE OF PRINTING INC|Other Service Provider|$249,991|—|$249,991| | OPTUMINSIGHT, INC.|Other Service Provider|$178,127|—|$178,127| | VW BROWN INSURANCE SERVICE LLC|Other Service Provider|—|$158,114|$158,114| | HUBBARD RADIO WASHINGTON DC,LLC|Other Service Provider|$153,000|—|$153,000| | CAROUSEL INDUSTRIES OF NORTH AMERIC|Other Service Provider|$97,866|—|$97,866| | EYEMED VISION CARE|Other Service Provider|$85,973|—|$85,973| | MAINLINE INFORMATION SYSTEMS|Other Service Provider|$75,163|—|$75,163| | HYLAND SOFTWARE, INC|Other Service Provider|$69,107|—|$69,107| | MARY LIVINGSTON|Other Service Provider|$67,500|—|$67,500| | ZIXCORP SYSTEMS INC|Other Service Provider|$61,448|—|$61,448| | PAMELA CUMMINGS|Other Service Provider|$59,388|—|$59,388| | CIGNA|Other Service Provider|$47,779|—|$47,779| | LYNN CHANG|Other Service Provider|$46,604|—|$46,604| | WILLIAM P O'HANLON|Other Service Provider|$46,000|—|$46,000| | ZAYO NETWORK SERVICES LLC|Other Service Provider|$42,782|—|$42,782| | HARBORVAULT DATA SOLUTIONS|Other Service Provider|$37,506|—|$37,506| | ENGHOUSE INTERACTIVE INC|Other Service Provider|$37,354|—|$37,354| | JOHN MARTUCCI|Other Service Provider|$36,238|—|$36,238| | AUDIO EYE INC|Other Service Provider|$35,990|—|$35,990| | DATABANK HOLDINGS|Other Service Provider|$35,265|—|$35,265| | CRAYON SOFTWARE EXPERTS LLC|Other Service Provider|$29,143|—|$29,143| | JOSEPH R DAVIS|Other Service Provider|$25,000|—|$25,000| | ERMER & SUTER, PLLC|Other Service Provider|$24,800|—|$24,800| | PROMOSANDLOGOS.COM INC|Other Service Provider|$24,779|—|$24,779| | NTIRETY, INC|Other Service Provider|$21,431|—|$21,431| | IBM CORPORATION|Other Service Provider|$20,677|—|$20,677| | P.A. LUNDY & ASSOCIATES LLC|Other Service Provider|$20,627|—|$20,627| | FINTHRIVE INC|Other Service Provider|$14,054|—|$14,054| | KATHRYN DIEM|Custodian / Trustee|$12,039|—|$12,039| | MICRO CENTER|Other Service Provider|$10,758|—|$10,758| | CARANGI & ASSOCIATES INC|Other Service Provider|$10,300|—|$10,300| | ANGELA ZENTZ|Custodian / Trustee|$10,294|—|$10,294| | AMAZON WEB SERVICES INC|Other Service Provider|$9,173|—|$9,173| | CHARLENE BUCK THORNTON|Custodian / Trustee|$9,165|—|$9,165| | KNOWBE4, INC.|Other Service Provider|$9,104|—|$9,104| | DAVID R LOESCH|Custodian / Trustee|$9,000|—|$9,000| | NANCY L SAVAGE|Custodian / Trustee|$9,000|—|$9,000| | NINJAONE LLC|Other Service Provider|$8,014|—|$8,014| | SMA TECHNOLOGIES|Other Service Provider|$6,335|—|$6,335| | MHC SOFTWARE HOLDINGS, INC|Other Service Provider|$5,082|—|$5,082| | PROGRESS SOFTWARE CORPORATION|Other Service Provider|$5,000|—|$5,000| ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $7,264,312 - **Estimated Expense Ratio:** 3.258% 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| | 2025|$30,239,800|$477,818|$133,764|$87,100|—| | 2024|$3,736,362|$432,244|$133,517|$80,462|—| | 2023|$2,998,556|$478,143|$130,254|$76,234|—| | 2022|$3,157,066|$290,788|$125,148|—|$171,924| ## Similar Plans - [Versant Health Hold Co, INC.](https://planprovider.pro/companies/versant-health-hold-co-inc-810711451-501) — 700 participants - [Carco Group, INC.](https://planprovider.pro/companies/carco-group-inc-401k-plan) — 566 participants - [Euler Hermes](https://planprovider.pro/companies/euler-hermes-520222226-501) — 480 participants - [Agency Holding Company Of Maryland, INC.](https://planprovider.pro/companies/agency-holding-company-of-maryland-inc-521890823-504) — 237 participants - [United Educators Management Company](https://planprovider.pro/companies/united-educators-management-company-401k-plan) — 230 participants - [United Educators Management Company](https://planprovider.pro/companies/united-educators-management-company-521751521-506) — 222 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/special-agents-mutual-benefit-association-521074154-501) © 2026 PlanProvider.Pro