Plan Snapshot
- Plan Sponsor: Johns Hopkins Home Care Group
- Sponsor EIN: 521811971
- Sponsor Address: 1812 ASHLAND AVENUE, SUITE 400-A, BALTIMORE, MD, 212051546
- Plan Type: 403(b)
- Total Participants: 1,342
- Total Assets: $112.3M
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 | 1,342 | $112.3M | $2.1M | $6.8M |
| 2023 | 1,394 | $100.5M | $2.0M | $6.5M |
| 2022 | 1,369 | $88.2M | $3.3M | $6.4M |
| 2021 | 2,553 | $96.7M | $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 |
|---|---|---|---|---|
| SB & COMPANY, LLC | Auditor | $13,617 | — | $13,617 |
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: $13,617
- Estimated Expense Ratio: 0.012% 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 | $146,586 | $6,402 | — | $13,617 | — |
| 2023 | $132,533 | $3,900 | — | $13,350 | — |
| 2022 | $121,460 | $4,900 | $100,110 | — | $16,450 |
| 2021 | $134,980 | $6,025 | — | $24,760 | — |