Plan Snapshot
- Plan Sponsor: St. John Properties, INC.
- Sponsor EIN: 521698911
- Sponsor Address: 2560 LORD BALTIMORE DRIVE, BALTIMORE, MD, 212442677
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $54.3M
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 | 248 | $54.3M | $1.1M | $2.7M |
| 2023 | 245 | $45.9M | $1.0M | $2.5M |
| 2022 | 225 | $37.0M | $902,340 | $2.2M |
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 |
|---|---|---|---|---|
| BLACK DIAMOND FINANCIAL ADVISOR | NONE | $100,601 | — | $100,601 |
| THE VANGUARD GROUP, INC. | NONE | $30,677 | — | $30,677 |
| ELLIN & TUCKER, CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- ELLIN & TUCKER, CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,278
- Estimated Expense Ratio: 0.242% 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 | $131,278 | $100,601 | $30,677 | — | — |
| 2023 | $123,596 | $98,095 | $25,501 | — | — |
| 2022 | $115,972 | $92,661 | $23,311 | — | — |