Plan Snapshot
- Plan Sponsor: University Of Maryland Medical System
- Sponsor EIN: 520445374
- Sponsor Address: 5 GARRETT AVE., LA PLATA, MD, 20646
- Plan Type: 403(b)
- Total Participants: 503
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 503 | $1.2M | $159,052 | $825,086 |
| 2023 | 118 | $13.2M | $92,025 | $741,184 |
| 2022 | 157 | $12.2M | $212,932 | $1.9M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $5,880 | — | $5,880 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,880
- Estimated Expense Ratio: 0.498% 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 | $6,750 | $304 | — | $5,880 | — |
| 2023 | $630 | $455 | $150 | — | — |
| 2022 | $200,125 | — | — | — | $200,125 |