# Calvert Internal Medicine Group, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/calvert-internal-medicine-group-p-a-plan-001

> Calvert Internal Medicine Group, P.A.'s 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Calvert Internal Medicine Group, P.A.

- **Sponsor EIN:** 521365400

- **Sponsor Address:** 985 PRINCE FREDERICK BLVD., PRINCE FREDERICK, MD, 20678

- **Plan Type:** 401(k)

- **Total Participants:** 123

- **Total Assets:** $42.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|123|$42.0M|$266,923|$892,588|

| 2023|118|$35.7M|$835,153|$777,923|

| 2022|98|$29.9M|$666,204|$665,541|

## 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|

| NEWPORT GROUP CONSULTING, LLC|ADVISOR|$66,377|—|$66,377|

| NEWPORT GROUP, INC.|RECORDKEEPER|$24,751|—|$24,751|

| NEWPORT TRUST COMPANY|TRUSTEE|$11,549|—|$11,549|

| MULLEN,SONDBERG,WIMBISH&STONE,P.A|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NEWPORT GROUP CONSULTING, LLC](https://planprovider.pro/provider/ktrade) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,677

- **Estimated Expense Ratio:** 0.244% 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|$102,677|$66,377|$17,796|—|—|

| 2023|$56,447|$42,526|$360|—|—|

| 2022|$48,047|$16,950|$21,304|—|$9,793|

## Similar Plans

- [Mid-Atlantic Nephrology Associates](https://planprovider.pro/companies/mid-atlantic-nephrology-associates-plan) — 123 participants

- [Western Maryland Health Care Corporation](https://planprovider.pro/companies/western-maryland-health-care-corporation-403b-plan) — 121 participants

- [Clinical Associates, P.A.](https://planprovider.pro/companies/clinical-associates-p-a-plan-001) — 117 participants

- [Vascular Surgery Associates, LLC](https://planprovider.pro/companies/vascular-surgery-associates-llc-401k-plan) — 113 participants

- [Annapolis Pediatrics, P.A.](https://planprovider.pro/companies/annapolis-pediatrics-p-a-401k-plan) — 111 participants

- [Precision Orthopedics](https://planprovider.pro/companies/precision-orthopedics-401k-plan) — 109 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/calvert-internal-medicine-group-p-a-plan-001)

© 2026 PlanProvider.Pro