Plan Snapshot
- Plan Sponsor: The Kennedy Krieger Institute
- Sponsor EIN: 520607971
- Sponsor Address: 707 NORTH BROADWAY, BALTIMORE, MD, 212051832
- Plan Type: DB
- Total Participants: 283
- Total Assets: $48.3M
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 | 283 | $48.3M | $0 | $0 |
| 2023 | 291 | $46.4M | $0 | $0 |
| 2022 | 312 | $43.0M | $1.2M | $0 |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | $9,200 | — | $9,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,200
- Estimated Expense Ratio: 0.019% 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 | $226,436 | $45,735 | — | $9,200 | — |
| 2023 | $272,516 | $55,859 | — | $18,200 | — |
| 2022 | $277,272 | $67,015 | — | — | $108,337 |