Plan Snapshot
- Plan Sponsor: Venable LLP
- Sponsor EIN: 520517250
- Sponsor Address: 750 E. PRATT ST., SUITE 900, BALTIMORE, MD, 21202
- Plan Type: 401(k)
- Total Participants: 1,670
- Total Assets: $765.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,670 | $765.8M | $21.7M | $27.1M |
| 2023 | 1,629 | $629.2M | $19.8M | $15.2M |
| 2022 | 881 | $339.0M | $8.9M | $13.2M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $222,670 | — | $222,670 |
| ROCATON INVESTMENT ADVISORS LLC | NONE | $71,545 | — | $71,545 |
| STOUT CAUSEY & HORNING PA | NONE | $50,300 | — | $50,300 |
| FIDUCIENT ADVISORS LLC | NONE | $18,750 | — | $18,750 |
| HUDSON PORTFOLIO MANAGEMENT LL | NONE | $17,149 | — | $17,149 |
| BRIDGEWATER ADVISORS INC | NONE | $13,549 | — | $13,549 |
| THOMA CAPITAL MANAGEMENT LLC | NONE | $6,338 | — | $6,338 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- STOUT CAUSEY & HORNING PA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $400,301
- Estimated Expense Ratio: 0.052% 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 | $411,910 | $180,377 | — | $50,300 | — |
| 2023 | $269,255 | $146,692 | $29,400 | — | — |
| 2022 | $255,539 | $127,537 | — | — | $27,400 |