Plan Snapshot
- Plan Sponsor: Univ Of Maryland Medical System Corporation
- Sponsor EIN: 521362793
- Sponsor Address: 250 WEST PRATT STREET, STE 2400, BALTIMORE, MD, 21201
- Plan Type: DC
- Total Participants: 6,682
- Total Assets: $515.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 6,682 | $515.4M | $15.3M | $2 |
| 2023 | 6,423 | $475.0M | $16.1M | $0 |
| 2022 | 6,953 | $412.9M | $17.4M | $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 |
|---|---|---|---|---|
| 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: 0.003% 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 | $273,407 | $12,609 | $1,656 | $16,228 | — |
| 2023 | $165,305 | $33,775 | $88,386 | $41,070 | — |
| 2022 | $85,593 | $14,311 | $13,887 | — | $54,127 |