Plan Snapshot
- Plan Sponsor: The Calvert County Day School, INC
- Sponsor EIN: 520753724
- Sponsor Address: 300 CALVERTON SCHOOL ROAD, HUNTINGTOWN, MD, 206399479
- Plan Type: 403(b)
- Total Participants: 43
- Total Assets: $7.0M
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. |
|---|---|---|---|---|
| 2023 | 43 | $7.0M | $41,535 | $151,754 |
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 |
|---|---|---|---|---|
| TIAA-CREF | Recordkeeper | $13,582 | — | $13,582 |
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $13,144 | — | $13,144 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-CREF — Recordkeeper
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,726
- Estimated Expense Ratio: 0.380% 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 |
|---|---|---|---|---|---|
| 2023 | $13,363 | — | $13,363 | — | — |