Plan Snapshot
- Plan Sponsor: The Board Of Trustees Of Transit Employees' Retiree Health Plan
- Sponsor EIN: 851408588
- Sponsor Address: 2701 WHITNEY PLACE, SUITE 200, FORESTVILLE, MD, 20747
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 7,637
- Total Assets: $37.4M
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 | 7,637 | $37.4M | $0 | $6.8M |
| 2023 | 7,680 | $27.7M | $10,006 | $8.7M |
| 2022 | 7,243 | $17.4M | $0 | $7.8M |
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 |
|---|---|---|---|---|
| JLMCGEE CONSULTING LLC | Other Service Provider | $41,600 | — | $41,600 |
| CBIZ CPAS P.C. | Auditor | $33,488 | — | $33,488 |
| TED WINDSOR & ASSOCIATES | Actuary | $21,175 | — | $21,175 |
| SLEVIN & HART | ERISA Attorney | $21,062 | — | $21,062 |
| TRUIST BANK | Custodian / Trustee | $18,579 | — | $18,579 |
| DOYLE PRINTING & OFFSET CO. | Other Service Provider | $17,373 | — | $17,373 |
| MORGAN STANLEY GLOBAL BANKING OPERA | Investment Advisor | $10,000 | — | $10,000 |
| AKT CONSULTING | Other Service Provider | $5,226 | — | $5,226 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,503
- Estimated Expense Ratio: 0.451% 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 | $183,817 | $15,000 | $41,400 | $33,488 | — |
| 2023 | $132,036 | $10,000 | $36,891 | — | — |
| 2022 | $128,901 | — | — | — | $128,901 |