Plan Snapshot
- Plan Sponsor: Stanley Martin Homes, LLC
- Sponsor EIN: 208046523
- Sponsor Address: 11710 PLAZA AMERICA DRIVE #1100, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 1,492
- Total Assets: $113.6M
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 | 1,492 | $113.6M | $4.5M | $12.0M |
| 2023 | 1,030 | $92.7M | $3.4M | $9.8M |
| 2022 | 1,037 | $72.9M | $3.8M | $9.7M |
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 | $98,001 | — | $98,001 |
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $66,788 | — | $66,788 |
| SNYDER COHN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- SNYDER COHN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,789
- Estimated Expense Ratio: 0.145% 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 | $164,789 | $66,788 | — | — | — |
| 2023 | $195,699 | $64,336 | $300 | — | — |
| 2022 | $191,320 | — | — | — | — |