Plan Snapshot
- Plan Sponsor: Stanley Pearlman Enterprises, In
- Sponsor EIN: 521747521
- Sponsor Address: 7775 CHESAPEAKE BAY COURT, JESSUP, MD, 20794
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $14.0M
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 | 185 | $14.0M | $537,822 | $892,586 |
| 2023 | 169 | $11.5M | $455,802 | $745,292 |
| 2022 | 151 | $12.2M | $406,159 | $670,432 |
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 |
|---|---|---|---|---|
| PBMARES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES LLP — Auditor
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 | $41,010 | $25,661 | — | — | — |
| 2023 | $58,759 | — | — | — | — |
| 2022 | $66,339 | $25,363 | $27,285 | — | $13,691 |