# Wallace, Montgomery & Associates 401(k) Plan
Source: https://planprovider.pro/companies/wallace-montgomery-associates-401k-plan

> Wallace, Montgomery & Associates's 401(k) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wallace, Montgomery & Associates

- **Sponsor EIN:** 521051946

- **Sponsor Address:** 10150 YORK ROAD STE 200, HUNT VALLEY, MD, 21030

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

- **Total Participants:** 223

- **Total Assets:** $44.8M

## 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|223|$44.8M|$1.1M|$2.2M|

| 2023|203|$37.8M|$751,831|$2.0M|

| 2022|187|$32.4M|$770,527|$1.9M|

## 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|

| GREENSPRING ADVISORS, LLC|INVESTMENT/FINANCIAL ADVI|$45,739|—|$45,739|

| ADP, INC.|RECORD KEEPER|$23,659|—|$23,659|

| STAMBAUGH NESS INC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GREENSPRING ADVISORS, LLC](https://planprovider.pro/provider/greenspring-advisors) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [STAMBAUGH NESS INC](https://planprovider.pro/provider/stambaugh-ness-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,398

- **Estimated Expense Ratio:** 0.155% 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|$69,399|$45,740|—|—|—|

| 2023|$66,097|$43,980|—|—|—|

| 2022|$65,772|—|—|—|—|

## Similar Plans

- [Hillis-Carnes Engineering Associates, INC. Esop](https://planprovider.pro/companies/hillis-carnes-engineering-associates-inc-esop-plan) — 316 participants

- [Survice Engineering Company](https://planprovider.pro/companies/survice-engineering-company-401k-plan) — 413 participants

- [Hillis-Carnes Engineering Associates, INC.](https://planprovider.pro/companies/hillis-carnes-engineering-associates-inc-401k-plan) — 443 participants

- [A. Morton Thomas And Associates, INC.](https://planprovider.pro/companies/a-morton-thomas-and-associates-inc-plan-003) — 478 participants

- [Aviation Systems Engineering Company, INC.](https://planprovider.pro/companies/aviation-systems-engineering-company-inc-plan-002) — 487 participants

- [A. Morton Thomas And Associates, INC.](https://planprovider.pro/companies/a-morton-thomas-and-associates-inc-401k-plan) — 509 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wallace-montgomery-associates-401k-plan)

© 2026 PlanProvider.Pro