# The Calvert County Day School, INC 403(b) Plan
Source: https://planprovider.pro/companies/the-calvert-county-day-school-inc-403b-plan-004-3724-865646740

> The Calvert County Day School, INC's 403(b) plan: 43 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

| SB & COMPANY, LCC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SB & COMPANY, LCC](https://planprovider.pro/provider/sb-and-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|

| 2023|$13,363|—|$13,363|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-calvert-county-day-school-inc-403b-plan-004-3724-865646740)

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