# Brd Of Trustees Oe 37 S&A Fund DC Plan
Source: https://planprovider.pro/companies/brd-of-trustees-oe-37-s-a-fund-plan

> Brd Of Trustees Oe 37 S&A Fund's DC plan: 3,496 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.|NONE|$136,090|—|$136,090|

| LOOMIS, SAYLES & COMPANY|NONE|$111,747|—|$111,747|

| INTERCONTINENTAL RE CORPORATION|NONE|$60,200|—|$60,200|

| INVESTMENT PERFORMANCE SERVICES|NONE|$50,000|—|$50,000|

| RBC GLOBAL ASSET MANAGEMENT|NONE|$43,304|—|$43,304|

| MORGAN, LEWIS & BOCKIUS LLP|NONE|$40,473|—|$40,473|

| WEDGE CAPITAL MANAGEMENT|NONE|$32,227|—|$32,227|

| ASB CAPITAL MANAGEMENT, LLC|NONE|$31,826|—|$31,826|

| CHARTWELL INVESTMENT PARTNERS|NONE|$31,134|—|$31,134|

| CALIBRE CPA GROUP PLLC|NONE|$15,278|—|$15,278|

| SIERRA INVESTMENT PARTNERS|NONE|$13,970|—|$13,970|

| US BANK, N.A.|NONE|$8,653|—|$8,653|

### Verified Provider Profiles

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

- [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [MORGAN, LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

- [US BANK, N.A.](https://planprovider.pro/provider/john-hancock) — NONE

## 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|

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