Offit Kurman, P.a. 401(k) Plan: Login, Facts & Contact Information

Offit Kurman, P.a. 401(k) Plan Facts

Plan name
OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OFFIT KURMAN, P.A.
Participants
735 (524 active employees)
Former employees with a balance
175
Plan assets
$86,862,213 at Dec 31, 2024
Average account balance
$128,876 across 674 accounts
Employer contributions
$1,169,482 in plan year 2024 (11% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 1994
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.2 million went into the plan in contributions, $1.17 million of it from the employer (11%).
  • $14.2 million was paid out to participants.
  • Investment and other income added $9.87 million.
  • Administrative expenses were $79,558, about $118 per account.

How the Offit Kurman, P.a. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019418$53.4 million$681,285$1.95 million
2020516$66.1 million$813,587$3.09 million
2021519$76.8 million$774,938$5.01 million
2022594$68.8 million$965,446$5.72 million
2023639$80.1 million$1.27 million$7.58 million
2024735$86.9 million$1.17 million$14.2 million

Offit Kurman, P.a. 401(k) Contact Information

Phone
410-209-6431
Mailing address
7501 WISCONSIN AVENUE SUITE 1000W, BETHESDA MD 20814
Plan sponsor
OFFIT KURMAN, P.A.
Employer identification number (EIN)
52-1518021
Plan number
001

Questions about the Offit Kurman, P.a. 401(k)

Does Offit Kurman, P.a contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.17 million, 11% of all contributions.

Does the Offit Kurman, P.a 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Offit Kurman, P.a 401(k) plan?

735 participants at the start of plan year 2024, 524 of them active employees, and 175 former employees who still had money in the plan.

What is the average 401(k) balance at Offit Kurman, P.a?

About $128,876 per account: $86.9 million in plan assets across 674 accounts with a balance at the end of plan year 2024.

Who manages the Offit Kurman, P.a 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Offit Kurman, P.a. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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