Plan Snapshot
- Plan Sponsor: Suburban Hospital, INC.
- Sponsor EIN: 520610545
- Sponsor Address: 8600 OLD GEORGETOWN ROAD, BETHESDA, MD, 20814
- Plan Type: 403(b)
- Total Participants: 2,073
- Total Assets: $162.0M
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 | 2,073 | $162.0M | $1.8M | $10.7M |
| 2023 | 2,037 | $147.6M | $1.7M | $9.7M |
| 2022 | 1,910 | $131.2M | $1.6M | $9.4M |
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 |
|---|---|---|---|---|
| SB & COMPANY, LLC | Auditor | $14,025 | — | $14,025 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SB & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,025
- Estimated Expense Ratio: 0.009% 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 | $176,689 | $9,368 | — | $14,025 | — |
| 2023 | $143,735 | $5,875 | — | — | — |
| 2022 | $155,766 | $7,700 | — | — | — |