Plan Snapshot
- Plan Sponsor: Whitman, Requardt And Associates, LLP
- Sponsor EIN: 520541536
- Sponsor Address: 801 S. CAROLINE ST., BALTIMORE, MD, 21231
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 905
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 905 | $0 | $0 | $0 |
| 2023 | 827 | $0 | $0 | $0 |
| 2022 | 803 | $0 | $0 | $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 |
|---|---|---|---|---|
| OPTUM RX INC. | Other Service Provider | $3,289,706 | $2,371 | $3,292,077 |
| CAREFIRST ADMINISTRATORS | Recordkeeper | $358,010 | — | $358,010 |
| EMPLOYEE ONE BENEFIT SOLUTION | Investment Advisor | $145,928 | — | $145,928 |
| KEPRO ACQUISITIONS, LLC | Other Service Provider | $19,028 | — | $19,028 |
| WEX, HEALTH INC. | ERISA Attorney | $12,295 | — | $12,295 |
| MDLIVE INC | Other Service Provider | $5,514 | — | $5,514 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE ONE BENEFIT SOLUTION — Investment Advisor
- WEX, HEALTH INC. — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,832,852
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |