Plan Snapshot
- Plan Sponsor: The Johns Hopkins University Applie D Physics Laboratory LLC Jhu/Apl
- Sponsor EIN: 520595111
- Sponsor Address: 11100 JOHNS HOPKINS ROAD, LAUREL, MD, 207236099
- Plan Type: 403(b)
- Total Participants: 9,322
- Total Assets: $3.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 9,322 | $3.0B | $0 | $140.0M |
| 2023 | 9,501 | $2.7B | $0 | $65.9M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $574,156 | — | $574,156 |
| THE VANGUARD GROUP, INC. | NONE | $342,288 | — | $342,288 |
| SB & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
- SB & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $916,444
- Estimated Expense Ratio: 0.031% 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 | $905,802 | — | — | — | — |
| 2023 | $414,534 | $234,665 | $179,869 | — | — |