Plan Snapshot
- Plan Sponsor: Mclean School Of Maryland
- Sponsor EIN: 521117092
- Sponsor Address: 8224 LOCHINVER LANE, POTOMAC, MD, 20854
- Plan Type: 403(b)
- Total Participants: 143
- Total Assets: $31.9M
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 | 143 | $31.9M | $0 | $0 |
| 2024 | 142 | $28.9M | $0 | $0 |
| 2023 | 141 | $25.9M | $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 |
|---|---|---|---|---|
| MULLEN SONDBERG WIMBISH & STONE, PA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $107,690 | — | $107,690 | — | — |
| 2024 | $78,346 | — | $78,346 | — | — |
| 2023 | $80,657 | — | $80,657 | — | — |