Plan Snapshot
- Plan Sponsor: Whitman, Requardt & Associates, LLP
- Sponsor EIN: 520541536
- Sponsor Address: 801 SOUTH CAROLINE STREET, BALTIMORE, MD, 21231
- Plan Type: 401(k)
- Total Participants: 904
- Total Assets: $174.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 904 | $174.3M | $2.8M | $11.0M |
| 2023 | 830 | $143.7M | $2.3M | $9.0M |
| 2022 | 768 | $115.0M | $1.5M | $7.7M |
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 |
|---|---|---|---|---|
| YOUNT, HYDE & BARBOUR , P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YOUNT, HYDE & BARBOUR , P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $134,355 | $45,031 | — | — | — |
| 2023 | $115,224 | $42,944 | — | — | — |
| 2022 | $164,004 | $40,000 | — | — | — |