Plan Snapshot
- Plan Sponsor: Zuckerman Gravely Management, INC.
- Sponsor EIN: 521804940
- Sponsor Address: TWO WISCONSIN CIRCLE, CHEVY CHASE, MD, 20815
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98 | $11.9M | $227,243 | $376,458 |
| 2023 | 103 | $9.8M | $226,183 | $357,924 |
| 2022 | 95 | $9.1M | $201,290 | $325,501 |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | Auditor | — | — | $0 |
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 | $4,020 | — | $4,020 | — | — |
| 2023 | $3,645 | — | $2,820 | — | — |
| 2022 | $3,885 | — | $825 | — | $2,850 |