Plan Snapshot
- Plan Sponsor: Foulger-Pratt Companies LLC
- Sponsor EIN: 450463021
- Sponsor Address: 12435 PARK POTOMAC AVENUE, POTOMAC, MD, 20854
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $31.3M
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 | 63 | $31.3M | $329,587 | $822,842 |
| 2023 | 86 | $32.0M | $604,214 | $1.5M |
| 2022 | 268 | $28.2M | $607,009 | $1.5M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY 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 | $143,990 | $50,000 | — | — | — |
| 2023 | $141,410 | $50,000 | — | — | — |
| 2022 | $144,420 | $124,839 | $19,566 | — | — |