Plan Snapshot
- Plan Sponsor: The Johns Hopkins University Applied Physics Laboratory LLC Jhu/Apl
- Sponsor EIN: 520595111
- Sponsor Address: 11100 JOHNS HOPKINS ROAD, LAUREL, MD, 207236099
- Plan Type: 401(k)
- Plan Number: 523
- Total Participants: 130
- Total Assets: $207.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $207.2M | $0 | $6.1M |
| 2023 | 253 | $196.8M | $0 | $2.9M |
| 2022 | 1,817 | $188.2M | $0 | $5.0M |
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 |
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 | $713,344 | — | — | — | — |
| 2023 | $316,259 | — | $316,259 | — | — |
| 2022 | $609,204 | — | $606,095 | — | $3,109 |