Board Of Trustees Of M.M.&P. Individual Retirement Account Plan DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Board Of Trustees Of M.M.&P. Individual Retirement Account Plan
  • Sponsor EIN: 133021839
  • Sponsor Address: 700 MARITIME BLVD, SUITE A, LINTHICUM HEIGHTS, MD, 210901996
  • Plan Type: DC
  • Total Participants: 2,170
  • Total Assets: $523.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242,170$523.2M$13.6M$12.5M
20232,170$464.3M$12.3M$11.6M
20221,997$398.7M$10.8M$10.3M

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
FIDELITY INVESTMENTSRECORD KEEPER$194,819$194,819
SLEVIN & HARTNONE$86,150$86,150
IOMM&PSPONSORING UNION$57,703$57,703
PATRICK MCCULLOUGHEMPLOYEE$25,158$25,158
ANDCO CONSULTING (MARINER INST LLC)NONE$25,000$25,000
GORFINE SCHILLER & GARDYN PANONE$22,000$22,000
KENNETH RYANEMPLOYEE$20,274$20,274
MICHAEL MCCULLOUGHEMPLOYEE$15,315$15,315
JOSEPH GIUSTOEMPLOYEE$12,674$12,674
DAVID ROMANOEMPLOYEE$12,220$12,220
SEGAL COMPANYNONE$11,915$11,915
PAULA PHILLIPSEMPLOYEE$11,873$11,873
SHAWNA THORNTONEMPLOYEE$11,458$11,458
ANN MARIE MCCULLOUGHEMPLOYEE$10,601$10,601
DEBRA CAVEYEMPLOYEE$9,417$9,417
MARCIA FAWTHROPEMPLOYEE$9,143$9,143
ALFRED MANZOEMPLOYEE$8,716$8,716
JESSICA CHADWELLEMPLOYEE$8,149$8,149
ALICE ANDRZEJEWSKIEMPLOYEE$7,692$7,692
DENISE ROMANOEMPLOYEE$7,398$7,398
MARY JURNEYEMPLOYEE$6,590$6,590
DIANE FITZBERGEREMPLOYEE$6,533$6,533
ROMNEY PATTISONEMPLOYEE$6,462$6,462
SYDNIE BOSSOMEMPLOYEE$6,429$6,429
CYNTHIA LAMARTINAEMPLOYEE$6,162$6,162
RUSS BALZARINIEMPLOYEE$6,154$6,154
MAYRA ROBLESEMPLOYEE$6,013$6,013
KATHRYNE MCGEEEMPLOYEE$6,004$6,004
JEAN ADAMS-MENCIKEMPLOYEE$5,892$5,892
SEAN MEADEMPLOYEE$5,758$5,758
VERA BRENNANEMPLOYEE$5,729$5,729
LISA LINDAUEREMPLOYEE$5,273$5,273
MADELINE PETRELLIEMPLOYEE$5,217$5,217
JENNIFER KELLNEREMPLOYEE$5,188$5,188

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $651,079
  • Estimated Expense Ratio: 0.124% 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$913,806$222,819$22,000
2023$904,847$235,913$27,730
2022$949,762$297,121$92,273

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