Plan Snapshot
- Plan Sponsor: Calvert County Day School, INC
- Sponsor EIN: 520853724
- Sponsor Address: 300 CALVERTON SCHOOL ROAD, HUNTINGTOWN, MD, 206399479
- Plan Type: 403(b)
- Total Participants: 45
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 45 | $7.6M | $44,804 | $122,919 |
| 2023 | 43 | $7.0M | $41,535 | $151,754 |
| 2022 | 41 | $6.7M | $32,539 | $162,327 |
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 | — | — | $0 |
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: $0
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 | $13,565 | — | $13,565 | — | — |
| 2023 | $13,363 | — | $13,363 | — | — |
| 2022 | $13,489 | — | $13,489 | — | — |