Plan Snapshot
- Plan Sponsor: Keswick Multi-Care Center, INC.
- Sponsor EIN: 520591485
- Sponsor Address: 700 W 40TH ST, BALTIMORE, MD, 212112140
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 252 | $17.7M | $826,876 | $1.3M |
| 2023 | 255 | $16.8M | $854,219 | $1.2M |
| 2022 | 264 | $15.1M | $858,423 | $1.3M |
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 |
|---|---|---|---|---|
| ELLIN & TUCKER, CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER, CHARTERED — 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 | $85,650 | $16,885 | $68,765 | — | — |
| 2023 | $78,443 | $16,089 | $62,354 | — | — |
| 2022 | $79,326 | $20,208 | $59,118 | — | — |