Plan Snapshot
- Plan Sponsor: Calvert Hall College Of Baltimore City
- Sponsor EIN: 520607966
- Sponsor Address: 8102 LA SALLE ROAD, BALTIMORE, MD, 212868022
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 159
- Total Assets: $29.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 159 | $29.0M | $583,140 | $1.0M |
| 2023 | 146 | $27.2M | $571,136 | $1.0M |
| 2022 | 139 | $22.9M | $489,536 | $891,347 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $57,432 | — | $57,432 |
| ASCENSUS | Recordkeeper | — | $7,740 | $7,740 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,172
- Estimated Expense Ratio: 0.225% 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 | $42,306 | $42,306 | — | — | — |
| 2023 | $53,912 | — | $53,912 | — | — |
| 2022 | $59,429 | — | $59,429 | — | — |