Plan Snapshot
- Plan Sponsor: Johns Hopkins Health System Corporation
- Sponsor EIN: 521465301
- Sponsor Address: 1812 ASHLAND AVENUE, SUITE 400-A, BALTIMORE, MD, 212051546
- Plan Type: 403(b)
- Total Participants: 19,271
- Total Assets: $1.7B
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 | 19,271 | $1.7B | $43.4M | $122.5M |
| 2023 | 18,810 | $1.4B | $33.7M | $110.3M |
| 2022 | 17,639 | $1.2B | $26.1M | $99.4M |
| 2021 | 17,244 | $1.3B | $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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $1,636,060 | — | $1,636,060 |
| CREATIVE PLANNING, LLC | BROKER | $92,330 | — | $92,330 |
| SB & COMPANY, LLC | AUDITOR | $24,990 | — | $24,990 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- CREATIVE PLANNING, LLC — BROKER
- SB & COMPANY, LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,753,380
- Estimated Expense Ratio: 0.104% 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 | $1,753,380 | $92,330 | — | $24,990 | — |
| 2023 | $1,497,241 | $55,275 | — | $24,500 | — |
| 2022 | $1,433,051 | $69,800 | $1,330,201 | — | $33,050 |
| 2021 | $1,557,176 | $86,300 | $1,428,626 | $42,250 | — |