# Penn-Mar Organization, INC. Dba Penn-Mar Human Services 403(b) Plan
Source: https://planprovider.pro/companies/penn-mar-organization-inc-dba-penn-mar-human-services-403b-plan

> Penn-Mar Organization, INC. Dba Penn-Mar Human Services's 403(b) plan: 579 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penn-Mar Organization, INC. Dba Penn-Mar Human Services

- **Sponsor EIN:** 521207942

- **Sponsor Address:** 310 OLD FREELAND ROAD, FREELAND, MD, 21053

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

- **Total Participants:** 579

- **Total Assets:** $19.1M

## 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|579|$19.1M|$771,903|$1.2M|

| 2023|575|$16.3M|$688,891|$1.0M|

| 2022|553|$12.8M|$323,425|$453,002|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$88,121|—|$88,121|

| GREENSPRING ADVISORS|INVESTMENT ADVISORY|$33,924|—|$33,924|

| ORENDA RETIREMENT , LLC|CONTRACT ADMINISTRATOR|$8,925|$8,111|$17,036|

| GRANDIZIO,WILKINS,LITTLE & MATTHEWS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GREENSPRING ADVISORS](https://planprovider.pro/provider/greenspring-advisors) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $139,081

- **Estimated Expense Ratio:** 0.730% 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|$130,966|$33,919|$97,047|—|—|

| 2023|$94,860|$32,615|$62,245|—|—|

| 2022|$41,668|$15,680|$25,988|—|—|

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