Plan Snapshot
- Plan Sponsor: The Park School Of Baltimore, INC.
- Sponsor EIN: 520591625
- Sponsor Address: 2425 OLD COURT ROAD, BALTIMORE, MD, 212083430
- Plan Type: 403(b)
- Total Participants: 215
- Total Assets: $62.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 215 | $62.0M | $1.6M | $574,039 |
| 2023 | 207 | $58.2M | $1.2M | $841,139 |
| 2022 | 208 | $51.4M | $1.5M | $571,692 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $68,552 | — | $68,552 |
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISORY | $24,369 | $6 | $24,375 |
| BENEFIT AUDIT GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISORY
- BENEFIT AUDIT GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,927
- Estimated Expense Ratio: 0.150% 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 | $92,921 | $24,369 | $68,552 | — | — |
| 2023 | $80,356 | $22,494 | $57,862 | — | — |
| 2022 | $55,362 | $4,768 | $50,594 | — | — |