# The Park School Of Baltimore, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-park-school-of-baltimore-inc-403b-plan

> The Park School Of Baltimore, INC.'s 403(b) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISORY

- [BENEFIT AUDIT GROUP, LLC](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-park-school-of-baltimore-inc-403b-plan)

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