Plan Snapshot
- Plan Sponsor: Luminis Health Anne Arundel Medical Center, INC.
- Sponsor EIN: 521169362
- Sponsor Address: 1997 ANNAPOLIS EXCHANGE PKWY SUITE, ANNAPOLIS, MD, 214012777
- Plan Type: 401(k)
- Total Participants: 6,262
- Total Assets: $122.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 6,262 | $122.2M | $14.9M | $0 |
| 2023 | 5,652 | $102.2M | $14.1M | $0 |
| 2022 | 5,951 | $81.8M | $13.2M | $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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | $12,820 | — | $12,820 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,820
- Estimated Expense Ratio: 0.010% 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 | $144,062 | $83,286 | — | $12,820 | — |
| 2023 | $160,314 | $73,568 | — | $47,300 | — |
| 2022 | $241,868 | $210,768 | — | — | $31,100 |