Plan Snapshot
- Plan Sponsor: Success For All Foundation, INC.
- Sponsor EIN: 522061820
- Sponsor Address: 300 E. JOPPA ROAD, BALTIMORE, MD, 21286
- Plan Type: DC
- Total Participants: 73
- Total Assets: $21.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 73 | $21.9M | $77,915 | $281,929 |
| 2023 | 86 | $20.5M | $81,621 | $274,408 |
| 2022 | 97 | $20.0M | $119,421 | $259,632 |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — 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 | $50,366 | — | $50,366 | — | — |
| 2023 | $920 | $920 | — | — | — |
| 2022 | $1,160 | $1,160 | — | — | — |