Plan Snapshot
- Plan Sponsor: Upper Bay Counseling And Support Services, INC.
- Sponsor EIN: 510329224
- Sponsor Address: 200 BOOTH ST, ELKTON, MD, 219215657
- Plan Type: 403(b)
- Total Participants: 107
- Total Assets: $6.1M
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 | 107 | $6.1M | $114,478 | $210,796 |
| 2023 | 127 | $5.7M | $131,613 | $233,070 |
| 2022 | 132 | $5.4M | $149,703 | $251,159 |
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 |
|---|---|---|---|---|
| GROSS, MENDELSOHN & ASSOCIATES, P.A | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $48,159 | — | $48,159 | — | — |
| 2023 | $43,802 | — | $43,802 | — | — |
| 2022 | $45,670 | — | $45,670 | — | — |