Plan Snapshot
- Plan Sponsor: Loyola University Maryland
- Sponsor EIN: 520591623
- Sponsor Address: 4501 NORTH CHARLES ST., BALTIMORE, MD, 21210
- Plan Type: 403(b)
- Total Participants: 2,148
- Total Assets: $441.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,148 | $441.4M | $6.6M | $5.5M |
| 2023 | 1,575 | $406.2M | $6.2M | $5.3M |
| 2022 | 1,469 | $362.5M | $5.9M | $5.0M |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER — 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 | $218,028 | $81,250 | $126 | — | — |
| 2023 | $183,279 | $65,000 | $2,040 | — | — |
| 2022 | $208,267 | $48,750 | — | — | — |