Plan Snapshot
- Plan Sponsor: Chase Brexton Health Services, INC.
- Sponsor EIN: 521638592
- Sponsor Address: 1111 N. CHARLES STREET, BALTIMORE, MD, 21201
- Plan Type: 401(k)
- Total Participants: 585
- Total Assets: $28.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 585 | $28.2M | $1.0M | $2.4M |
| 2023 | 523 | $22.9M | $783,237 | $2.0M |
| 2022 | 453 | $17.1M | $729,652 | $1.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $140,263 | — | $140,263 |
| CBIZ INVESTMENT ADVISORY SERVICES | Investment Advisor | — | $38,609 | $38,609 |
| CBIZ BENEFITS & INSURANCE SERVICES | Recordkeeper | $300 | $33,810 | $34,110 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $212,982
- Estimated Expense Ratio: 0.756% 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 | $140,713 | — | $121,085 | — | — |
| 2023 | $106,958 | — | $106,958 | — | — |
| 2022 | $91,021 | — | $91,021 | — | — |