# Mcdonogh School, Incorporated 403(b) Plan
Source: https://planprovider.pro/companies/mcdonogh-school-incorporated-526001577-004

> Mcdonogh School, Incorporated&#39;s 403(b) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcdonogh School, Incorporated

- **Sponsor EIN:** 526001577

- **Sponsor Address:** 8600 MCDONOGH ROAD, OWING MILLS, MD, 21117

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

- **Plan Number:** 004

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2025|0|$0|$0|$0|

| 2024|396|$79.7M|$1.5M|$2.0M|

| 2023|385|$72.5M|$1.5M|$2.0M|

| 2022|390|$66.4M|$1.4M|$1.8M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|Recordkeeper|$93,456|—|$93,456|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,456

### 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|$1,921,420|—|—|—|—|

| 2024|$93,456|—|—|—|—|

| 2023|$81,934|—|—|—|—|

| 2022|$76,788|—|—|—|—|

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