Plan Snapshot
- Plan Sponsor: University Of Maryland Medical System Corporation
- Sponsor EIN: 521362793
- Sponsor Address: 250 WEST PRATT STREET, BALTIMORE, MD, 21201
- Plan Type: 403(b)
- Total Participants: 8,350
- Total Assets: $793.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 8,350 | $793.4M | $0 | $35.2M |
| 2023 | 5,024 | $733.4M | $78 | $35.9M |
| 2022 | 5,847 | $673.5M | $0 | $40.4M |
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 | $16,228 | — | $16,228 |
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: $16,228
- Estimated Expense Ratio: 0.002% 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 | $247,155 | $9,656 | $2,606 | $16,228 | — |
| 2023 | $164,265 | $53,188 | $58,712 | $47,219 | — |
| 2022 | $150,429 | $25,870 | $30,554 | — | $88,494 |