# Mcdaniel College 403(b) Plan
Source: https://planprovider.pro/companies/mcdaniel-college-520591694-001

> Mcdaniel College's 403(b) plan: 857 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcdaniel College

- **Sponsor EIN:** 520591694

- **Sponsor Address:** 2 COLLEGE HILL, WESTMINSTER, MD, 21157

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 857

- **Total Assets:** $133.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|857|$133.1M|$1.3M|$2.2M|

| 2023|864|$131.8M|$1.1M|$2.0M|

| 2022|876|$120.6M|$1.0M|$1.9M|

## 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|

| CAPFINANCIAL PARTNERS LLC|Other Service Provider|$91,710|—|$91,710|

| TIAA|Recordkeeper|$44,226|—|$44,226|

| SC & H ATTEST SERVICES, P.C.|Auditor|$10,400|—|$10,400|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

- [SC & H ATTEST SERVICES, P.C.](https://planprovider.pro/provider/scandh-attest-services-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $146,336

- **Estimated Expense Ratio:** 0.110% 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|$147,229|$91,710|—|$10,400|—|

| 2023|$158,071|$97,601|$2,191|$21,400|—|

| 2022|$116,967|$63,266|—|—|$20,400|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mcdaniel-college-520591694-001)

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