# Chase Brexton Health Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chase-brexton-health-services-inc-401k-plan

> Chase Brexton Health Services, INC.'s 401(k) plan: 585 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SMITH ELLIOTT KEARNS & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SMITH ELLIOTT KEARNS & COMPANY, LLC](https://planprovider.pro/provider/smith-elliott-kearns-and-company-llc) — 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|$140,713|—|$121,085|—|—|

| 2023|$106,958|—|$106,958|—|—|

| 2022|$91,021|—|$91,021|—|—|

## Similar Plans

- [Copt Defense Properties, LP](https://planprovider.pro/companies/corporate-office-properties-l-p-401k-plan) — 423 participants

- [American Trading And Production Corporation](https://planprovider.pro/companies/american-trading-and-production-corporation-401k-plan) — 73 participants

- [Steuart Investment Company](https://planprovider.pro/companies/steuart-investment-company-401k-plan) — 12 participants

- [Mc Holdings, INC.](https://planprovider.pro/companies/mc-holdings-inc-plan) — 3 participants

- [The S. Kann Sons Company](https://planprovider.pro/companies/the-s-kann-sons-company-plan) — 0 participants

- [Cornerstone Creative Coworking INC.](https://planprovider.pro/companies/cornerstone-creative-coworking-inc-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chase-brexton-health-services-inc-401k-plan)

© 2026 PlanProvider.Pro