Plan Snapshot
- Plan Sponsor: Brd Of Trustees Oe 37 S&A Fund
- Sponsor EIN: 521215784
- Sponsor Address: 3615 NORTH POINT BOULEVARD, BALTIMORE, MD, 212222727
- Plan Type: DC
- Total Participants: 3,496
- Total Assets: $83.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,496 | $83.2M | $4.3M | $0 |
| 2023 | 3,978 | $80.8M | $4.0M | $0 |
| 2022 | 3,928 | $76.4M | $3.9M | $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 |
|---|---|---|---|---|
| DECISION SCIENCE, INC. | Other Service Provider | $136,090 | — | $136,090 |
| LOOMIS, SAYLES & COMPANY | Other Service Provider | $111,747 | — | $111,747 |
| INTERCONTINENTAL RE CORPORATION | Other Service Provider | $60,200 | — | $60,200 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $50,000 | — | $50,000 |
| RBC GLOBAL ASSET MANAGEMENT | Recordkeeper | $43,304 | — | $43,304 |
| MORGAN, LEWIS & BOCKIUS LLP | ERISA Attorney | $40,473 | — | $40,473 |
| WEDGE CAPITAL MANAGEMENT | Other Service Provider | $32,227 | — | $32,227 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $31,826 | — | $31,826 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $31,134 | — | $31,134 |
| CALIBRE CPA GROUP PLLC | Auditor | $15,278 | — | $15,278 |
| SIERRA INVESTMENT PARTNERS | Other Service Provider | $13,970 | — | $13,970 |
| US BANK, N.A. | Recordkeeper | $8,653 | — | $8,653 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC GLOBAL ASSET MANAGEMENT — Recordkeeper
- MORGAN, LEWIS & BOCKIUS LLP — ERISA Attorney
- CALIBRE CPA GROUP PLLC — Auditor
- US BANK, N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $574,902
- Estimated Expense Ratio: 0.691% 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 | $612,135 | $399,501 | $135,269 | $12,130 | — |
| 2023 | $568,848 | $376,791 | $141,336 | $12,555 | — |
| 2022 | $591,163 | $383,297 | $123,522 | — | $71,507 |