# Calvert Hall College Of Baltimore City 403(b) Plan
Source: https://planprovider.pro/companies/calvert-hall-college-of-baltimore-city-520607966-002

> Calvert Hall College Of Baltimore City's 403(b) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ascensus-llc) — 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|—|—|

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