Plan Snapshot

Plan Sponsor: Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan
Sponsor EIN: 136043636
Sponsor Address: 200 ST. PAUL STREET, SUITE 2420, BALTIMORE, MD, 21202
Plan Type: DB
Plan Number: 001
Total Participants: 2,517
Total Assets: $4.0B

Key Plan Design Features

Auto-Enrollment: No
Auto-Escalation: No
Allows Roth Contributions: No
Participant Loans: No
Participant-Directed Investments: No
ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

Year	Participants	Total Assets	Employer Contrib.	Employee Contrib.
2024	2,517	$4.0B	$244.4M	$0
2023	2,463	$3.9B	$254.6M	$0
2022	2,484	$3.7B	$388.3M	$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
GROOM LAW GROUP, CHARTERED	ERISA Attorney	$4,179,807	—	$4,179,807
AON CONSULTING, INC.	Recordkeeper	$1,770,472	—	$1,770,472
NEPC, LLC	Recordkeeper	$1,577,438	—	$1,577,438
VITECH SYSTEMS SUB, LLC	Other Service Provider	$989,198	—	$989,198
NEUMEIER POMA INVESTMENT COUNSEL	Other Service Provider	$820,906	—	$820,906
SILCHESTER INTERNATIONAL INVESTORS	Other Service Provider	$817,694	—	$817,694
RDA COMPANY, LLC	Other Service Provider	$746,887	—	$746,887
J.P. MORGAN INVESTMENT MANAGEMENT	Recordkeeper	$632,271	—	$632,271
RIGGS COUNSELMAN MICHAELS & DOWNES	Other Service Provider	$606,363	—	$606,363
LINEA SOLUTIONS, INC.	Other Service Provider	$589,996	—	$589,996
CAREFIRST BLUECROSS BLUESHIELD	Other Service Provider	$551,209	—	$551,209
EARNEST PARTNERS, LLC	Other Service Provider	$473,405	—	$473,405
THE BANK OF NEW YORK MELLON	Other Service Provider	$428,662	—	$428,662
EMPLOYEE 1028	Recordkeeper	$416,961	$25	$416,986
CLOUDBERRY CREATIVE, INC.	Other Service Provider	$398,582	—	$398,582
RADICAL VENTURES GROWTH FUND I, L.P	Other Service Provider	$338,664	—	$338,664
SEA N BLUE, LLC	Other Service Provider	$337,866	—	$337,866
EMPLOYEE 1036	Recordkeeper	$230,720	—	$230,720
EMPLOYEE 3274	Recordkeeper	$230,689	—	$230,689
DATA PROCESSING SOLUTIONS, INC.	Other Service Provider	$209,810	—	$209,810
PARAMETRIC PORTFOLIO ASSOC., LLC	Other Service Provider	$197,976	—	$197,976
EMPLOYEE 1018	Recordkeeper	$187,939	$25	$187,964
VOGELZANG & ASSOCIATES	Other Service Provider	—	$184,703	$184,703
WESTERN ASSET MANAGEMENT COMPANY	Other Service Provider	$181,453	—	$181,453
POINTCLICK TECHNOLOGIES, LLC	Other Service Provider	$180,888	—	$180,888
EMPLOYEE 1014	Recordkeeper	$179,429	—	$179,429
METIS GLOBAL PARTNERS, LLC	Other Service Provider	$169,910	—	$169,910
EMPLOYEE 3405	Recordkeeper	$161,914	—	$161,914
EMPLOYEE 1034	Recordkeeper	$130,298	—	$130,298
EMPLOYEE 1045	Recordkeeper	$123,209	—	$123,209
EMPLOYEE 3425	Recordkeeper	$120,500	—	$120,500
EMPLOYEE 1010	Recordkeeper	$116,661	—	$116,661
KAIROS CONSULTING SERVICES	Other Service Provider	$116,161	—	$116,161
STATE STREET GLOBAL ADVISORS TRUST	Other Service Provider	$110,965	—	$110,965
EMPLOYEE 1038	Recordkeeper	$109,641	—	$109,641
EMPLOYEE 3395	Recordkeeper	$101,402	—	$101,402
FEDEX	Other Service Provider	$90,487	—	$90,487
EMPLOYEE 1015	Recordkeeper	$90,263	$25	$90,288
EMPLOYEE 1025	Recordkeeper	$88,539	—	$88,539
EMPLOYEE 1051	Recordkeeper	$88,167	—	$88,167
EMPLOYEE 3400	Recordkeeper	$86,054	—	$86,054
EMPLOYEE 1049	Recordkeeper	$85,510	—	$85,510
EMPLOYEE 1042	Recordkeeper	$85,160	—	$85,160
EMPLOYEE 1057	Recordkeeper	$78,649	—	$78,649
EMPLOYEE 3037	Recordkeeper	$78,645	—	$78,645
EMPLOYEE 3040	Recordkeeper	$78,177	—	$78,177
EMPLOYEE 1047	Recordkeeper	$78,106	$25	$78,131
MULLEN COUGHLIN, LLC	Other Service Provider	$76,321	—	$76,321
CRA INTERNATIONAL, INC.	Recordkeeper	$76,000	—	$76,000
EMPLOYEE 3392	Recordkeeper	$70,829	—	$70,829
EMPLOYEE 3460	Recordkeeper	$70,200	—	$70,200
RHUMBLINE ADVISERS	Other Service Provider	$67,505	—	$67,505
EMPLOYEE 3470	Recordkeeper	$67,462	—	$67,462
EMPLOYEE 3420	Recordkeeper	$65,857	—	$65,857
ALIGHT HOLDING COMPANY, LLC	Recordkeeper	$64,384	—	$64,384
BOLTON PARTNERS, INC.	Other Service Provider	$63,750	—	$63,750
EMPLOYEE 3320	Recordkeeper	$63,370	—	$63,370
RANDSTAD NORTH AMERICA, INC.	Other Service Provider	$63,000	—	$63,000
EMPLOYEE 3410	Recordkeeper	$62,893	—	$62,893
EMPLOYEE 3465	Recordkeeper	$62,038	—	$62,038
CONSOLIDATED GRAPHICS, INC.	Other Service Provider	$60,846	—	$60,846
EMPLOYEE 3267	Recordkeeper	$60,464	—	$60,464
EMPLOYEE 3390	Recordkeeper	$59,384	—	$59,384
MITCHELL & TITUS, LLP	Auditor	$59,351	—	$59,351
CAPFINANCIAL PARTNERS, LLC	Other Service Provider	$58,398	—	$58,398
EMPLOYEE 3440	Recordkeeper	$57,780	—	$57,780
OPERATIONS INC., LLC	Other Service Provider	$57,018	—	$57,018
EMPLOYEE 3430	Recordkeeper	$53,442	—	$53,442
SITECORE USA, INC.	Other Service Provider	$52,576	—	$52,576
BAY CITY MANAGEMENT COMPANY, LLC	Other Service Provider	$47,388	—	$47,388
DUFFY CONSULTING SERVICES, LLC	Other Service Provider	$47,195	—	$47,195
METLIFE	Other Service Provider	$38,490	—	$38,490
NEWGEN SOFTWARE, INC.	Other Service Provider	$38,083	—	$38,083
ADVANCE BUSINESS SYSTEMS	Other Service Provider	$36,808	—	$36,808
KRIEBEL & ASSOCIATES	Other Service Provider	$36,288	—	$36,288
STANDARD INSURANCE COMPANY	Other Service Provider	$35,357	—	$35,357
EMPLOYEE 1059	Recordkeeper	$34,635	—	$34,635
ESENTIRE, INC.	Other Service Provider	$33,176	—	$33,176
EMPLOYEE 3435	Recordkeeper	$29,878	—	$29,878
WOLTERS KLUWER	Other Service Provider	$24,042	—	$24,042
VONAGE BUSINESS SOLUTIONS, INC.	Other Service Provider	$20,759	—	$20,759
ADP PROCESSING	Other Service Provider	$16,749	—	$16,749
UNICORN PARTNERS FUND III, L.P.	Other Service Provider	$16,174	—	$16,174
BITSIGHT TECHNOLOGIES, INC.	Other Service Provider	$15,000	—	$15,000
VERIZON WIRELESS	Other Service Provider	$14,522	—	$14,522
PROVIDENT LIFE & ACCIDENT INSURNACE	Other Service Provider	$12,893	—	$12,893
PEERLESS NETWORK, INC.	Other Service Provider	$11,518	—	$11,518
VIACODE CONSULTING, LLC	Other Service Provider	$11,375	—	$11,375
ZAYO GROUP HOLDINGS, INC.	Other Service Provider	$11,120	—	$11,120
BETSY LESLIE	Other Service Provider	$10,021	—	$10,021
THE HARTFORD	Insurance Carrier	$9,943	—	$9,943
THE SUPPLY ROOM	Other Service Provider	$9,878	—	$9,878
QUADIENT FINANCE USA, INC.	Other Service Provider	$8,993	—	$8,993
ONETRUST, LLC	Other Service Provider	$7,750	—	$7,750
PRAENDEX MIDLANTIC	Other Service Provider	$7,025	—	$7,025
IRON MOUNTAIN, INC.	Other Service Provider	$6,129	—	$6,129
SNAPCOMMS, INC.	Other Service Provider	$6,048	—	$6,048
PROFESSIONAL FIDUCIARY SERVICES LLC	Other Service Provider	$5,769	—	$5,769
CROCKETT FACILITIES SERVICES	Other Service Provider	$5,519	—	$5,519

Verified Provider Profiles

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

GROOM LAW GROUP, CHARTERED — ERISA Attorney
AON CONSULTING, INC. — Recordkeeper
NEPC, LLC — Recordkeeper
J.P. MORGAN INVESTMENT MANAGEMENT — Recordkeeper
EMPLOYEE 1028 — Recordkeeper
EMPLOYEE 1036 — Recordkeeper
EMPLOYEE 3274 — Recordkeeper
EMPLOYEE 1018 — Recordkeeper
EMPLOYEE 1014 — Recordkeeper
EMPLOYEE 3405 — Recordkeeper
EMPLOYEE 1034 — Recordkeeper
EMPLOYEE 1045 — Recordkeeper
EMPLOYEE 3425 — Recordkeeper
EMPLOYEE 1010 — Recordkeeper
EMPLOYEE 1038 — Recordkeeper
EMPLOYEE 3395 — Recordkeeper
EMPLOYEE 1015 — Recordkeeper
EMPLOYEE 1025 — Recordkeeper
EMPLOYEE 1051 — Recordkeeper
EMPLOYEE 3400 — Recordkeeper
EMPLOYEE 1049 — Recordkeeper
EMPLOYEE 1042 — Recordkeeper
EMPLOYEE 1057 — Recordkeeper
EMPLOYEE 3037 — Recordkeeper
EMPLOYEE 3040 — Recordkeeper
EMPLOYEE 1047 — Recordkeeper
CRA INTERNATIONAL, INC. — Recordkeeper
EMPLOYEE 3392 — Recordkeeper
EMPLOYEE 3460 — Recordkeeper
EMPLOYEE 3470 — Recordkeeper
EMPLOYEE 3420 — Recordkeeper
ALIGHT HOLDING COMPANY, LLC — Recordkeeper
EMPLOYEE 3320 — Recordkeeper
EMPLOYEE 3410 — Recordkeeper
EMPLOYEE 3465 — Recordkeeper
EMPLOYEE 3267 — Recordkeeper
EMPLOYEE 3390 — Recordkeeper
MITCHELL & TITUS, LLP — Auditor
EMPLOYEE 3440 — Recordkeeper
EMPLOYEE 3430 — Recordkeeper
EMPLOYEE 1059 — Recordkeeper
EMPLOYEE 3435 — Recordkeeper
THE HARTFORD — Insurance Carrier

Plan Fees & Expenses

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

Total Service Provider Fees: $21,649,899
Estimated Expense Ratio: 0.541% 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	$31,406,970	$22,071,979	—	$59,351	—
2023	$30,302,787	$21,652,164	—	$58,115	—
2022	$24,662,136	$15,715,738	—	—	$5,112,910

Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan DB Plan