Plan Ledger DOL Form 5500 · updated monthly

Chase Brexton Health Services, Inc.403(b)

CHASE BREXTON HEALTH SERVICES, INC. 403(B) PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.55%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Chase Brexton Health Services, Inc. reported $140,713 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,725 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.50% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 491st-largest of 1,671 plans among Maryland employers on file, and the 482nd of 2,096 in real estate & leasing. In 2024, employees put in $2.39 for every $1.00 the employer contributed; active participation has grown from 453 to 585 since 2022.

Plan summary
Net assets, end of year$28,171,299
Participants with balances685
Active participants585
Employer contributions$1,009,114
Employee contributions$2,408,958
Employer contribution per active participant$1,725
Average account balance$41,126
Benefits paid to participants$1,602,024
Plan auditUnmodified (clean) audit opinion
AuditorSMITH ELLIOTT KEARNS & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$28.2M · 685 accts · $1.0M emplr
2023$22.9M · 672 accts · $783K emplr
2022$17.1M · 599 accts · $730K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,444
Total administrative$140,713
Employer contributions to the Chase Brexton Health Services, Inc. plan · 2024
Employer contribution per active participant$1,725
Median for plans this size$2,416
2024$1,725 per active participant
2023$1,498 per active participant
2022$1,611 per active participant

Chase Brexton Health Services, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$140,263
CBIZ BENEFITS & INSURANCE SERVICES · Other services · Contract administrator$300
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$140,713 · 0.55%
2023$106,958 · 0.53%
2022$91,021 · 0.50%
Same employer
Similar plansReal Estate & Leasing · Maryland
Bright Mls, Inc. MD$39.6M · 0.32%
Lerner Corporation MD$37.8M · 0.38%
Atlantic Tractor, LLC MD$28.9M · 0.37%
Elme Communities MD$28.0M · 0.03%
Realterm US, Inc. MD$24.2M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521638592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.