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: 403(b)
- Total Participants: 5,918
- Total Assets: $462.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 5,918 | $462.3M | $0 | $40.2M |
| 2023 | 5,803 | $413.9M | $2,824 | $38.0M |
| 2022 | 5,729 | $355.7M | $0 | $35.8M |
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 | $8,000 | — | $8,000 |
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: $8,000
- Estimated Expense Ratio: 0.002% 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 | $337,670 | $258,085 | — | $8,000 | — |
| 2023 | $380,680 | $199,834 | $124,371 | $56,475 | — |
| 2022 | $644,452 | — | $644,452 | — | — |