# Thos Somerville Co 401(k) Plan
Source: https://planprovider.pro/companies/thos-somerville-co-401k-plan

> Thos Somerville Co's 401(k) plan: 372 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thos Somerville Co

- **Sponsor EIN:** 530147890

- **Sponsor Address:** 16155 TRADE ZONE AVE, UPPER MARLBORO, MD, 20774

- **Plan Type:** 401(k)

- **Total Participants:** 372

- **Total Assets:** $45.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|372|$45.4M|$499,000|$1.6M|

| 2023|354|$41.7M|$487,538|$1.6M|

| 2022|357|$38.2M|$488,176|$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|

| T. ROWE PRICE RPS, INC.|NONE|$48,692|—|$48,692|

| REGAN, SCHICKNER, & HARPER LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,692

- **Estimated Expense Ratio:** 0.107% 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|$48,692|—|—|—|—|

| 2023|$15,027|—|—|—|—|

| 2022|$30,145|—|—|—|—|

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