# Upper Bay Counseling And Support Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/upper-bay-counseling-and-support-services-inc-403b-plan

> Upper Bay Counseling And Support Services, INC.'s 403(b) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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