# Montgomery County, Md, INC 403(b) Plan
Source: https://planprovider.pro/companies/montgomery-county-md-inc-521847976-001

> Montgomery County, Md, INC's 403(b) plan: 62 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Montgomery County, Md, INC

- **Sponsor EIN:** 521847976

- **Sponsor Address:** 8757 GEORGIA AVE FLOOR 10, SILVER SPRING, MD, 20910

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

- **Plan Number:** 001

- **Total Participants:** 62

- **Total Assets:** $6.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|62|$6.3M|$198,953|$395,176|

| 2023|70|$5.6M|$167,026|$306,339|

| 2022|68|$4.6M|$178,651|$343,436|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|Recordkeeper|$29,400|—|$29,400|

| USI SECURITIES INC|Investment Advisor|—|$12,073|$12,073|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,473

- **Estimated Expense Ratio:** 0.655% 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|$29,400|$6|$28,947|—|—|

| 2023|$36,347|—|$36,347|—|—|

| 2022|$31,600|—|$31,600|—|—|

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