# Calvert School 403(b) Plan
Source: https://planprovider.pro/companies/calvert-school-plan-003

> Calvert School's 403(b) plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/scandh-attest-services-pc) — 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|

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