Plan Snapshot
- Plan Sponsor: Baltimore Orioles Limited Partnership
- Sponsor EIN: 521837282
- Sponsor Address: 333 WEST CAMDEN STREET, BALTIMORE, MD, 21201
- Plan Type: 401(k)
- Total Participants: 1,397
- Total Assets: $46.9M
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 | 1,397 | $46.9M | $590,764 | $3.2M |
| 2023 | 712 | $38.7M | $1.4M | $1.7M |
| 2022 | 588 | $33.1M | $1.2M | $1.4M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | Recordkeeper | $51,747 | — | $51,747 |
| PNC INSTITUTIONAL ASSET MANAGEMENT | Investment Advisor | $42,629 | — | $42,629 |
| NEWPORT TRUST COMPANY | Custodian / Trustee | $12,789 | — | $12,789 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,165
- Estimated Expense Ratio: 0.228% 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 | $107,166 | $44,895 | $43,849 | — | — |
| 2023 | $88,109 | $36,322 | $35,705 | — | — |
| 2022 | $90,235 | $24,287 | $58,615 | — | $7,333 |