# Semmes, Bowen & Semmes DC Plan
Source: https://planprovider.pro/companies/semmes-bowen-semmes-plan-001

> Semmes, Bowen & Semmes's DC plan: 119 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:** 119

- **Total Assets:** $28.2M

## 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|119|$28.2M|$920,317|$0|

| 2023|103|$29.3M|$867,680|$0|

| 2022|96|$28.6M|$755,575|$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|

| GALLAGHER FIDUCIARY ADVISORS, LLC|INV. ADV.|$48,300|—|$48,300|

| WILMINGTON TRUST, N.A.|CUSTODIAN|$47,694|—|$47,694|

| C.S. MCKEE, L.P.|INV. ADV.|$34,302|—|$34,302|

| MKS&H|ACCOUNTANT|$17,500|—|$17,500|

| BLUE RIDGE ASSOCIATES|TPA|$10,944|—|$10,944|

### Verified Provider Profiles

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

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — INV. ADV.

- [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:** $158,740

- **Estimated Expense Ratio:** 0.563% 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|$158,740|$82,602|—|$17,500|—|

| 2023|$145,953|$81,672|—|$20,000|—|

| 2022|$164,031|$76,269|$38,514|—|$2,662|

## Similar Plans

- [Miles & Stockbridge P.C.](https://planprovider.pro/companies/miles-stockbridge-p-c-plan-001) — 385 participants

- [Offit Kurman, P.A.](https://planprovider.pro/companies/offit-kurman-p-a-401k-plan) — 524 participants

- [Dla Piper LLP Us](https://planprovider.pro/companies/dla-piper-llp-us-plan-007) — 638 participants

- [Venable LLP](https://planprovider.pro/companies/venable-llp-401k-plan-004) — 716 participants

- [Venable LLP](https://planprovider.pro/companies/venable-llp-401k-plan-003) — 1,670 participants

- [Dla Piper LLP (Us)](https://planprovider.pro/companies/dla-piper-llp-us-401k-plan) — 3,042 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/semmes-bowen-semmes-plan-001)

© 2026 PlanProvider.Pro