Plan Snapshot
- Plan Sponsor: Carroll Hospital Center, INC.
- Sponsor EIN: 521452024
- Sponsor Address: 10090 RED RUN BLVD, OWINGS MILLS, MD, 21117
- Plan Type: 401(k)
- Total Participants: 2,254
- Total Assets: $155.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,254 | $155.1M | $1.7M | $7.5M |
| 2023 | 1,887 | $147.3M | $1.6M | $7.2M |
| 2022 | 1,719 | $136.1M | $1.6M | $6.9M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $11,550 | — | $11,550 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,550
- Estimated Expense Ratio: 0.007% 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 | $169,861 | — | — | $11,550 | — |
| 2023 | $272,394 | $26,593 | — | — | — |
| 2022 | $207,459 | $28,721 | — | — | — |