Plan Snapshot
- Plan Sponsor: Gilman School
- Sponsor EIN: 520591604
- Sponsor Address: 5407 ROLAND AVE, BALTIMORE, MD, 21210
- Plan Type: 403(b)
- Total Participants: 300
- Total Assets: $108.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 300 | $108.2M | $1.7M | $2.5M |
| 2023 | 303 | $96.8M | $1.6M | $2.3M |
| 2022 | 295 | $86.8M | $1.5M | $2.3M |
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 |
|---|---|---|---|---|
| SB & COMPANY, LLC | Auditor | $9,650 | — | $9,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SB & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,650
- Estimated Expense Ratio: 0.009% 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 | $111,864 | $20,000 | $1,800 | $9,650 | — |
| 2023 | $119,430 | $30,000 | $3,480 | $8,925 | — |
| 2022 | $108,861 | $20,000 | — | — | $8,500 |