# The Annie E. Casey Foundation, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-annie-e-casey-foundation-inc-403b-plan

> The Annie E. Casey Foundation, INC.'s 403(b) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Annie E. Casey Foundation, INC.

- **Sponsor EIN:** 521951681

- **Sponsor Address:** 701 ST. PAUL STREET, BALTIMORE, MD, 21202

- **Plan Type:** 403(b)

- **Total Participants:** 200

- **Total Assets:** $51.0M

## 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:** Yes

## Plan Financials by Year

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

| 2024|200|$51.0M|$53|$2.6M|

| 2023|209|$47.9M|$2,555|$2.3M|

| 2022|199|$41.5M|$0|$2.2M|

## 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|

| T ROWE PRICE RPS INC|NONE|$31,858|—|$31,858|

| MORGAN STANLEY GLOBAL BANKING|NONE|$29,000|—|$29,000|

| SB & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SB & COMPANY, LLC](https://planprovider.pro/provider/sb-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,858

- **Estimated Expense Ratio:** 0.119% 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|$60,970|$29,000|—|—|—|

| 2023|$69,728|$29,000|—|—|—|

| 2022|$59,964|$29,000|—|—|—|

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