Plan Snapshot
- Plan Sponsor: Maryland Thoroughbred Horsemen'S Association, INC.
- Sponsor EIN: 521493207
- Sponsor Address: 500 REDLAND COURT SUITE 105, OWINGS MILLS, MD, 21117
- Plan Type: DC
- Total Participants: 532
- Total Assets: $11.5M
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 | 532 | $11.5M | $1.0M | $0 |
| 2023 | 291 | $10.7M | $1.0M | $0 |
| 2022 | 281 | $9.3M | $1.0M | $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 |
|---|---|---|---|---|
| ELLIN & TUCKER CHARTERED | Auditor | $28,599 | — | $28,599 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,599
- Estimated Expense Ratio: 0.248% 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 | $104,236 | — | $32,027 | $28,599 | — |
| 2023 | $98,614 | $34,545 | — | $13,250 | — |
| 2022 | $52,693 | $33,818 | — | — | $18,875 |