Plan Snapshot
- Plan Sponsor: Association Of Maryland Pilots
- Sponsor EIN: 520231416
- Sponsor Address: 3720 DILLON STREET, BALTIMORE, MD, 21224
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $61.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 134 | $61.1M | $1.8M | $986,241 |
| 2023 | 96 | $56.3M | $2.2M | $1.1M |
| 2022 | 101 | $49.7M | $1.8M | $922,289 |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $90,790 | — | $90,790 |
| PRIVATE OCEAN | NONE | $5,898 | — | $5,898 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,688
- Estimated Expense Ratio: 0.158% of plan assets
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 | $121,493 | $120,712 | — | — | — |
| 2023 | $80,799 | $80,221 | — | — | — |
| 2022 | $87,206 | $8,346 | — | — | — |