Plan Snapshot
- Plan Sponsor: Maryland State Education Association, INC.
- Sponsor EIN: 520607919
- Sponsor Address: 140 MAIN STREET, ANNAPOLIS, MD, 21401
- Plan Type: DB
- 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. |
|---|---|---|---|---|
| 2025 | 92 | $54.1M | $0 | $0 |
| 2024 | 87 | $52.7M | $0 | $0 |
| 2023 | 81 | $47.1M | $0 | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP | Auditor | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,000
- Estimated Expense Ratio: 0.037% 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 |
|---|---|---|---|---|---|
| 2025 | $257,739 | $155,050 | — | $20,000 | — |
| 2024 | $254,731 | $154,723 | — | $19,000 | — |
| 2023 | $252,445 | $152,257 | — | — | $88,220 |