Plan Snapshot
- Plan Sponsor: Tuerk House, INC.
- Sponsor EIN: 520902461
- Sponsor Address: 2701 NORTH CHARLES ST. 2ND FLOOR, BALTIMORE, MD, 21218
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $2.0M
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 | 182 | $2.0M | $344,930 | $427,428 |
| 2023 | 174 | $1.4M | $98,257 | $361,917 |
| 2022 | 162 | $1.1M | $106,564 | $326,491 |
| 2021 | 156 | $977,750 | $0 | $0 |
| 2020 | 154 | $621,998 | $0 | $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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $9,680 | — | $9,680 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $5,590 | — | $5,590 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,270
- Estimated Expense Ratio: 0.768% 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 | $15,270 | $5,590 | — | — | — |
| 2023 | $13,396 | $4,345 | — | — | — |
| 2022 | $9,456 | — | — | — | — |
| 2021 | $6,470 | — | — | — | — |
| 2020 | $4,218 | — | — | — | — |