Plan Snapshot
- Plan Sponsor: Johns Hopkins University Office Of Benefits Services
- Sponsor EIN: 520595110
- Sponsor Address: 3910 KESWICK ROAD, BALTIMORE, MD, 212112226
- Plan Type: 403(b)
- Total Participants: 25,218
- Total Assets: $8.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 25,218 | $8.8B | $193.1M | $165.6M |
| 2023 | 25,833 | $7.8B | $178.1M | $155.2M |
| 2022 | 25,397 | $6.7B | $161.9M | $139.1M |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $958,400 | — | $958,400 |
| SB & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- SB & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $958,400
- Estimated Expense Ratio: 0.011% 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 | $958,400 | — | — | — | — |
| 2023 | $994,835 | — | — | — | — |
| 2022 | $588,394 | $107,218 | — | — | $481,176 |