Plan Snapshot
- Plan Sponsor: The Law Offices Of Peter G. Angelos, A Professiona
- Sponsor EIN: 521866796
- Sponsor Address: 100 NORTH CHARLES STREET, BALTIMORE, MD, 21201
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $30.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 87 | $30.6M | $121,738 | $574,856 |
| 2023 | 79 | $28.4M | $0 | $561,734 |
| 2022 | 78 | $27.5M | $0 | $591,617 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | $39,063 | — | $39,063 |
| WEYRICH, CRONIN & SORRA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
- WEYRICH, CRONIN & SORRA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,063
- Estimated Expense Ratio: 0.128% of plan assets
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 | $28,175 | $39,063 | — | — | — |
| 2023 | $28,974 | $37,123 | — | $4,512 | — |
| 2022 | $24,014 | — | — | — | — |