# The Arc Of Montgomery County 403(b) Plan
Source: https://planprovider.pro/companies/the-arc-of-montgomery-county-403b-plan

> The Arc Of Montgomery County's 403(b) plan: 492 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Arc Of Montgomery County

- **Sponsor EIN:** 520639953

- **Sponsor Address:** 7362 CALHOUN PLACE, ROCKVILLE, MD, 20855

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

- **Total Participants:** 492

- **Total Assets:** $11.1M

## 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|492|$11.1M|$319,707|$672,432|

| 2023|326|$9.6M|$96,686|$551,336|

| 2022|321|$8.4M|$0|$537,331|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$46,800|—|$46,800|

| GORFINE, SCHILLER & GARDYN, PA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GORFINE, SCHILLER & GARDYN, PA](https://planprovider.pro/provider/gorfine-schiller-and-gardyn-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,800

- **Estimated Expense Ratio:** 0.423% 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|$46,801|—|$46,801|—|—|

| 2023|$40,146|—|$40,146|—|—|

| 2022|$41,802|—|$41,802|—|—|

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