Plan Snapshot
- Plan Sponsor: The Joseph A. Bank Mfg. Co., INC.
- Sponsor EIN: 363189198
- Sponsor Address: 500 HANOVER PIKE, HAMPSTEAD, MD, 21074
- Plan Type: DB
- Total Participants: 110
- Total Assets: $2.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 110 | $2.7M | $165,559 | $0 |
| 2023 | 113 | $2.6M | $206,092 | $0 |
| 2022 | 97 | $2.4M | $481,482 | $0 |
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 |
|---|---|---|---|---|
| MCCONNELL & JONES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL & JONES 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 | $44,214 | — | $13,248 | — | — |
| 2023 | $59,632 | — | $12,988 | — | — |
| 2022 | $95,132 | — | $12,972 | — | — |