# Maryland State Education Association, INC. DB Plan
Source: https://planprovider.pro/companies/maryland-state-education-association-inc-520607919-002

> Maryland State Education Association, INC.'s DB plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Maryland State Education Association, INC.

- **Sponsor EIN:** 520607919

- **Sponsor Address:** 140 MAIN STREET, ANNAPOLIS, MD, 21401

- **Plan Type:** DB

- **Plan Number:** 002

- **Total Participants:** 92

- **Total Assets:** $54.1M

## 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|92|$54.1M|$2.1M|$361,035|

| 2023|87|$52.7M|$3.1M|$319,089|

| 2022|81|$47.1M|$3.0M|$293,491|

## 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|

| AON INVESTMENTS USA, INC.|Other Service Provider|$153,381|—|$153,381|

| CONRAD SIEGEL|Other Service Provider|$32,664|—|$32,664|

| CALIBRE CPA GROUP PLLC|Auditor|$20,000|—|$20,000|

| SLEVEN & HART, P.C.|Other Service Provider|$15,692|—|$15,692|

| U.S. BANCORP|Other Service Provider|$14,701|—|$14,701|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $236,438

- **Estimated Expense Ratio:** 0.437% 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|$257,739|$155,050|—|$20,000|—|

| 2023|$254,731|$154,723|—|$19,000|—|

| 2022|$252,445|$152,257|—|—|$88,220|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/maryland-state-education-association-inc-520607919-002)

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