Plan Snapshot
- Plan Sponsor: Stevenson University, INC.
- Sponsor EIN: 520705392
- Sponsor Address: 1525 GREENSPRING VALLEY ROAD, STEVENSON, MD, 211530641
- Plan Type: 403(b)
- Total Participants: 1,124
- Total Assets: $117.8M
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. |
|---|---|---|---|---|
| 2025 | 1,124 | $117.8M | $0 | $0 |
| 2024 | 831 | $110.3M | $0 | $0 |
| 2023 | 766 | $102.2M | $0 | $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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | $16,300 | — | $16,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,300
- Estimated Expense Ratio: 0.014% 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 |
|---|---|---|---|---|---|
| 2025 | $119,713 | $38,002 | — | $16,300 | — |
| 2024 | $132,658 | $37,702 | $159 | $30,760 | — |
| 2023 | $101,003 | $35,821 | — | — | $5,593 |