Plan Snapshot
- Plan Sponsor: Board Of Trustees Local 639 Legal Services Fund
- Sponsor EIN: 521096713
- Sponsor Address: 7130 COLUMBIA GATEWAY DRIVE STE A, COLUMBIA, MD, 21046
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,160
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,160 | $1.9M | $180,372 | $0 |
| 2023 | 1,202 | $1.7M | $191,283 | $0 |
| 2022 | 1,267 | $1.6M | $177,646 | $0 |
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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $25,848 | — | $25,848 |
| CALIBRE CPA GROUP,PLLC | Auditor | $20,445 | — | $20,445 |
| O'DONOGHUE & O'DONOGHUE | Other Service Provider | $10,709 | — | $10,709 |
| FRANK W STEGMAN | Other Service Provider | $6,284 | — | $6,284 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP,PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,286
- Estimated Expense Ratio: 3.352% 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 | $81,219 | — | $25,848 | $8,570 | — |
| 2023 | $96,568 | — | $27,735 | $8,106 | — |
| 2022 | $81,505 | — | $24,855 | — | $27,439 |