Plan Snapshot
- Plan Sponsor: The Convention Store, INC.
- Sponsor EIN: 521481168
- Sponsor Address: 405 HEADQUARTERS DRIVE, MILLERSVILLE, MD, 21108
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $4.6M
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 | 78 | $4.6M | $145,267 | $262,624 |
| 2023 | 131 | $4.4M | $147,359 | $285,135 |
| 2022 | 127 | $3.5M | $273,912 | $142,683 |
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 |
|---|---|---|---|---|
| MCCLINTOCK & ASSOCIATES, P.C. | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCLINTOCK & ASSOCIATES, P.C. — Independent 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 | — | — | — | — | — |
| 2023 | $33,369 | — | $33,369 | — | — |
| 2022 | $33,099 | — | $33,099 | — | — |