Plan Snapshot
- Plan Sponsor: Sughrue Mion, PLLC
- Sponsor EIN: 530235018
- Sponsor Address: 2000 PENNSYLVANIA AVENUE, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $130.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 180 | $130.0M | $3.0M | $1.8M |
| 2023 | 180 | $112.1M | $2.6M | $1.8M |
| 2022 | 185 | $93.7M | $2.5M | $1.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US 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 | $159,917 | $97,941 | $61,976 | — | — |
| 2023 | $135,333 | $83,566 | $51,767 | — | — |
| 2022 | $137,599 | $132,289 | $5,310 | — | — |