Plan Snapshot
- Plan Sponsor: Calvert School
- Sponsor EIN: 520591510
- Sponsor Address: 105 TUSCANY ROAD, BALTIMORE, MD, 21210
- Plan Type: 403(b)
- Total Participants: 221
- Total Assets: $21.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 221 | $21.9M | $555,688 | $844,837 |
| 2023 | 168 | $19.4M | $529,217 | $825,172 |
| 2022 | 173 | $16.3M | $473,959 | $740,119 |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES. P. C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES. P. C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $30,773 | — | — | — | — |
| 2023 | $28,238 | — | — | — | — |
| 2022 | $25,403 | — | — | — | $25,403 |