Plan Snapshot
- Plan Sponsor: Trustees Of Ldc Pension Fund For Baltimore And Vicinity
- Sponsor EIN: 526135360
- Sponsor Address: 7130 COLUMBIA GATEWAY DR, COLUMBIA, MD, 210460000
- Plan Type: DB
- Total Participants: 644
- Total Assets: $85.6M
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 | 644 | $85.6M | $2.1M | $0 |
| 2023 | 373 | $78.0M | $1.3M | $0 |
| 2022 | 422 | $71.7M | $1.1M | $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 |
|---|---|---|---|---|
| BENESYS, INC. | NONE | $122,329 | — | $122,329 |
| SYSTEMATIC FINANCIAL | NONE | $94,480 | — | $94,480 |
| GORDON, FEINBLATT, LLC | NONE | $45,325 | — | $45,325 |
| BOLTON PARNTERS INV CONSULTING | NONE | $38,305 | — | $38,305 |
| BOLTON PARTNERS | NONE | $21,271 | — | $21,271 |
| CALIBRE CPA GROUP | NONE | $17,223 | — | $17,223 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $338,933
- Estimated Expense Ratio: 0.396% 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 | $430,736 | $132,785 | $111,240 | $17,223 | — |
| 2023 | $465,099 | $145,268 | $111,240 | $18,550 | — |
| 2022 | $441,624 | $142,033 | $111,240 | — | $92,418 |