Plan Snapshot
- Plan Sponsor: Anne Arundel County Mental
- Sponsor EIN: 521881240
- Sponsor Address: 1 TRUMAN PARKWAY, ANNAPOLIS, MD, 21401
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $7.9M | $460,402 | $320,039 |
| 2023 | 134 | $6.5M | $210,832 | $278,139 |
| 2022 | 109 | $4.9M | $394,099 | $314,785 |
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 |
|---|---|---|---|---|
| ALTA CPA GROUP,LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALTA CPA GROUP,LLC — 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 | $3,493 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |