# Semmes, Bowen & Semmes DC Plan
Source: https://planprovider.pro/companies/semmes-bowen-semmes-a-professional-corporation-plan

> Semmes, Bowen & Semmes's DC plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Semmes, Bowen & Semmes

- **Sponsor EIN:** 521955555

- **Sponsor Address:** 250 W. PRATT STREET, BALTIMORE, MD, 212013328

- **Plan Type:** DC

- **Total Participants:** 136

- **Total Assets:** $14.7M

## 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:** Yes

## Plan Financials by Year

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

| 2024|136|$14.7M|$0|$775,720|

| 2023|142|$13.7M|$0|$784,796|

| 2022|144|$12.7M|$0|$785,043|

## 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|

| MERRILL LYNCH LIFE AGENCY, INC|CONSULTANT|$28,777|$26,315|$55,092|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACTOR ADMINISTRATOR|$30,531|—|$30,531|

| MKS&H|ACCOUNTANT|$17,500|—|$17,500|

| BLUE RIDGE ASSOCIATES|CONTRACT ADMINISTRATOR|$4,706|$6,870|$11,576|

### Verified Provider Profiles

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

- [MKS&H](https://planprovider.pro/provider/mclean-koehler-sparks-and-hammond) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,699

- **Estimated Expense Ratio:** 0.778% 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|$81,514|$28,777|$4,706|$17,500|—|

| 2023|$80,183|$28,646|$4,745|$20,000|—|

| 2022|$94,321|$20,563|$33,185|—|$40,573|

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