Plan Snapshot
- Plan Sponsor: Annapolis Area Christian School Association, INC.
- Sponsor EIN: 520936379
- Sponsor Address: 109 BURNS CROSSING ROAD, SEVERN, MD, 21144
- Plan Type: 403(b)
- Total Participants: 323
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 323 | $8.0M | $69,582 | $312,461 |
| 2023 | 286 | $7.1M | $69,929 | $305,471 |
| 2022 | 273 | $6.2M | $32,740 | $234,198 |
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 |
|---|---|---|---|---|
| MULLEN SONDBERG WIMBISH & STONE | 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 | $32,334 | — | — | — | — |
| 2023 | $9,458 | — | — | — | — |
| 2022 | $1,875 | — | — | — | — |