Plan Snapshot
- Plan Sponsor: Stulz Air Technology Systems, INC.
- Sponsor EIN: 522305893
- Sponsor Address: 1572 TILCO DRIVE, FREDERICK, MD, 21704
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 723
- Total Assets: $0
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 | 723 | $0 | $0 | $0 |
| 2024 | 657 | $0 | $0 | $0 |
| 2023 | 616 | $0 | $0 | $0 |
| 2022 | 408 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| CAREFIRST OF MARYLAND, INC. | Recordkeeper | $1,289,872 | — | $1,289,872 |
| JANUS ASSOCIATES, INC. DBA BHS | Other Service Provider | $81,303 | — | $81,303 |
| DELTA DENTAL OF PENNSYLVANIA | Recordkeeper | $43,199 | — | $43,199 |
| RXBENEFITS, INC | Recordkeeper | $27,053 | — | $27,053 |
| LINCOLN NATIONAL LIFE INS CO | Recordkeeper | $21,511 | — | $21,511 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL LIFE INS CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,462,938
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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |