Plan Snapshot
- Plan Sponsor: Infinite Legacy, INC.
- Sponsor EIN: 521736533
- Sponsor Address: 1730 TWIN SPRINGS ROAD, SUITE 200, BALTIMORE, MD, 21227
- Plan Type: 401(k)
- Total Participants: 315
- Total Assets: $26.6M
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. |
|---|---|---|---|---|
| 2024 | 315 | $26.6M | $1.6M | $1.7M |
| 2023 | 260 | $23.6M | $1.0M | $1.8M |
| 2022 | 158 | $13.3M | $458,176 | $874,339 |
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 | $68,231 | — | $68,231 |
| SIKICH CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,231
- Estimated Expense Ratio: 0.257% 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 | $68,231 | — | — | — | — |
| 2023 | $67,540 | — | — | — | — |
| 2022 | $53,730 | — | — | — | — |