Plan Snapshot
- Plan Sponsor: The Donaldson Group, LLC
- Sponsor EIN: 522135284
- Sponsor Address: 15245 SHADY GROVE ROAD SUITE 160, ROCKVILLE, MD, 20850
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 164 | $5.0M | $0 | $580,727 |
| 2023 | 227 | $4.8M | $0 | $598,712 |
| 2022 | 204 | $4.2M | $374 | $520,674 |
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 |
|---|---|---|---|---|
| PRINCPAL LIFE INSURANCE COMPANY | Recordkeeper | $37,391 | — | $37,391 |
| KESTRA ADVISORY SERVICES LLC | Investment Advisor | $24,406 | $10 | $24,416 |
| ORENDA RETIREMENT, LLC | Recordkeeper | $12,022 | $5,470 | $17,492 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,299
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 | $13,966 | $6,033 | $250 | — | — |
| 2024 | $74,112 | $24,707 | $49,405 | — | — |
| 2023 | $66,545 | $21,812 | $44,733 | — | — |
| 2022 | $63,968 | $21,215 | $42,753 | — | — |