Plan Snapshot
- Plan Sponsor: Mary'S Center For Maternal And Child Care INC.
- Sponsor EIN: 521594116
- Sponsor Address: 2333 ONTARIO RD NW, WASHINGTION, DC, 200092627
- Plan Type: 403(b)
- Total Participants: 822
- Total Assets: $29.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 822 | $29.3M | $845,602 | $3.6M |
| 2023 | 824 | $25.2M | $814,239 | $3.2M |
| 2022 | 853 | $20.6M | $736,925 | $2.8M |
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 |
|---|---|---|---|---|
| KEITH LINDAHL CPA PLLC | Auditor | — | — | $0 |
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 | $129,287 | $27,425 | $101,862 | — | — |
| 2023 | $130,086 | $5,805 | $124,281 | — | — |
| 2022 | $112,040 | — | $112,040 | — | — |