Plan Snapshot
- Plan Sponsor: Landon School Corporation
- Sponsor EIN: 520635092
- Sponsor Address: 6101 WILSON LANE, BETHESDA, MD, 208173107
- Plan Type: 403(b)
- Total Participants: 366
- Total Assets: $49.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 366 | $49.5M | $878,173 | $1.4M |
| 2023 | 206 | $43.1M | $820,133 | $1.4M |
| 2022 | 183 | $37.1M | $731,921 | $1.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $128,515 | — | $128,515 |
| PRIME BENEFITS, INC. | Recordkeeper | $2,750 | $26,240 | $28,990 |
| RESOURCES INVESTMENT ADVISORS | Investment Advisor | — | $20,000 | $20,000 |
| COHN REZNICK | Investment Advisor | — | $13,460 | $13,460 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS — Investment Advisor
- COHN REZNICK — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $190,965
- Estimated Expense Ratio: 0.386% 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 | $111,961 | — | — | — | — |
| 2023 | $88,203 | — | — | — | — |
| 2022 | $80,019 | — | — | — | — |