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: DC
- Total Participants: 260
- Total Assets: $129.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 260 | $129.4M | $3.8M | $0 |
| 2023 | 293 | $119.1M | $4.0M | $0 |
| 2022 | 275 | $100.9M | $3.7M | $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 |
|---|---|---|---|---|
| CURIO WEALTH LLC | NONE | $21,986 | — | $21,986 |
| ONEAMERICA RETIREMENT SERVICES, LLC | NONE | $5,320 | — | $5,320 |
| ELLIN & TUCKER, CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER, CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,306
- Estimated Expense Ratio: 0.021% 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 | $27,306 | $21,986 | — | — | — |
| 2023 | $21,983 | — | — | — | — |
| 2022 | $23,491 | — | — | — | $23,491 |