Plan Snapshot
- Plan Sponsor: The Boys Latin School Of Maryland, INC.
- Sponsor EIN: 520735085
- Sponsor Address: 822 WEST LAKE AVENUE, BALTIMORE, MD, 21210
- Plan Type: 403(b)
- Total Participants: 135
- Total Assets: $48.3M
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 | 135 | $48.3M | $609,199 | $898,305 |
| 2023 | 140 | $42.8M | $571,876 | $820,891 |
| 2022 | 131 | $35.9M | $522,420 | $698,567 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY HOLDING | Recordkeeper | $36,052 | — | $36,052 |
| TIAA - TEACHERS INSURANCE AND ANNUI | Recordkeeper | $35,390 | — | $35,390 |
| BENEFIT AUDIT GROUP | Other Service Provider | $10,300 | — | $10,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY HOLDING — Recordkeeper
- TIAA - TEACHERS INSURANCE AND ANNUI — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,742
- Estimated Expense Ratio: 0.169% 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 | $81,442 | — | $81,442 | — | — |
| 2023 | $71,580 | — | $71,580 | — | — |
| 2022 | $47,368 | — | $47,368 | — | — |