Plan Snapshot
- Plan Sponsor: Carroll Hospital Center, INC.
- Sponsor EIN: 521452024
- Sponsor Address: 200 MEMORIAL AVENUE, WESTMINSTER, MD, 211575799
- Plan Type: DB
- Total Participants: 225
- Total Assets: $90.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 225 | $90.8M | $0 | $0 |
| 2023 | 251 | $88.7M | $0 | $0 |
| 2022 | 270 | $83.2M | $0 | $0 |
| 2021 | 299 | $100.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $482,828 | — | $482,828 |
| RAYMOND JAMES & ASSOCIATES, INC. | Recordkeeper | $432,023 | — | $432,023 |
| TRUIST BANK | Custodian / Trustee | $113,663 | — | $113,663 |
| EDGEWOOD MANAGEMENT LLC | Other Service Provider | $22,138 | — | $22,138 |
| BROWN CAPITAL MANAGEMENT | Other Service Provider | $6,057 | — | $6,057 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- RAYMOND JAMES & ASSOCIATES, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,056,709
- Estimated Expense Ratio: 1.163% 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 | $751,165 | $460,218 | — | $840 | — |
| 2023 | $640,045 | $254,882 | — | — | — |
| 2022 | $345,827 | $171,716 | — | — | $98,298 |
| 2021 | $290,907 | — | — | — | — |