# Mclean School Of Maryland 403(b) Plan
Source: https://planprovider.pro/companies/mclean-school-of-maryland-521117092-001

> Mclean School Of Maryland's 403(b) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mclean School Of Maryland

- **Sponsor EIN:** 521117092

- **Sponsor Address:** 8224 LOCHINVER LANE, POTOMAC, MD, 20854

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

- **Plan Number:** 001

- **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.|

| 2024|143|$31.9M|$402,222|$785,124|

| 2023|142|$28.9M|$331,074|$705,619|

| 2022|141|$25.9M|$337,988|$735,492|

## 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|

| TIAA|Recordkeeper|$39,072|—|$39,072|

| RAFFA RETIREMENT DBA GRP, LLC|Investment Advisor|$37,666|—|$37,666|

| GLOBAL RETIREMENT PARTNERS, LLC|Investment Advisor|$22,000|—|$22,000|

| MULLEN, SONDBERG, WIMBISH & STONE|Other Service Provider|$6,500|—|$6,500|

### 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

- [RAFFA RETIREMENT DBA GRP, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $105,238

- **Estimated Expense Ratio:** 0.330% 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|$107,690|—|$107,690|—|—|

| 2023|$78,346|—|$78,346|—|—|

| 2022|$80,657|—|$80,657|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mclean-school-of-maryland-521117092-001)

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