# Whiteford, Taylor & Preston, L.L.P. 401(k) Plan
Source: https://planprovider.pro/companies/whiteford-taylor-preston-l-l-p-401k-plan-003

> Whiteford, Taylor & Preston, L.L.P.'s 401(k) plan: 264 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whiteford, Taylor & Preston, L.L.P.

- **Sponsor EIN:** 520619214

- **Sponsor Address:** 7 SAINT PAUL STREET, SUITE 1400, BALTIMORE, MD, 212021636

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

- **Total Participants:** 264

- **Total Assets:** $109.8M

## 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.|

| 2024|264|$109.8M|$405,836|$2.6M|

| 2023|297|$105.4M|$451,906|$3.1M|

| 2022|283|$89.0M|$457,153|$2.8M|

## 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|

| CURIO WEALTH|NONE|$14,539|—|$14,539|

| CASTLE ROCK PRIVATE WEALTH|NONE|$5,849|—|$5,849|

| ELLIN & TUCKER, CHARTERED|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ELLIN & TUCKER, CHARTERED](https://planprovider.pro/provider/ellin-and-tucker-chartered) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,388

- **Estimated Expense Ratio:** 0.019% 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|$24,721|$20,388|—|—|—|

| 2023|$16,954|—|—|—|—|

| 2022|$18,757|—|—|—|$18,757|

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