Plan Snapshot
- Plan Sponsor: Venable LLP
- Sponsor EIN: 520517250
- Sponsor Address: 750 E. PRATT STREET, SUITE 900, BALTIMORE, MD, 21202
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $703,671
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. |
|---|---|---|---|---|
| 2023 | 0 | $703,671 | $0 | $10.7M |
| 2022 | 716 | $164.1M | $8.2M | $9.4M |
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 | $93,795 | — | $93,795 |
| ROCATON INVESTMENT ADVISORS, LLC | NONE | $43,880 | — | $43,880 |
| THOMA CAPITAL MANAGEMENT LLC | NONE | $24,437 | — | $24,437 |
| STOUT CAUSEY & HORNING PA | NONE | $17,900 | — | $17,900 |
| SC&H ATTEST SERVICES, P.C. | NONE | $9,100 | — | $9,100 |
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
- SC&H ATTEST SERVICES, P.C. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $189,112
- Estimated Expense Ratio: 26.875% 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 |
|---|---|---|---|---|---|
| 2023 | $193,558 | $73,950 | $27,700 | — | — |
| 2022 | $191,019 | $70,224 | — | — | $27,000 |