Plan Ledger DOL Form 5500 · updated monthly

Montgomery County, MD, Inc403(b)

403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY, MD, INC. · SILVER SPRING, MD · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Montgomery County, MD, Inc reported $29,400 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $3,209 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 fell from 0.75% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (1,178th of 1,671), and 7,187th of 11,911 in health care & social assistance. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,332,512
Participants with balances106
Active participants62
Employer contributions$198,953
Employee contributions$395,176
Employer contribution per active participant$3,209
Average account balance$59,741
Benefits paid to participants$732,629
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN, ROSENBERG & FREEDMAN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 106 accts · $199K emplr
2023$5.6M · 113 accts · $167K emplr
2022$4.6M · 110 accts · $179K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,947
Investment management$6
Total administrative$29,400
Employer contributions to the Montgomery County, MD, Inc plan · 2024
Employer contribution per active participant$3,209
Median for plans this size$1,313
2024$3,209 per active participant
2023$2,386 per active participant
2022$2,627 per active participant

Montgomery County, MD, Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
USI SECURITIES INCindirect 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$29,400 · 0.49%
2023$36,347 · 0.71%
2022$31,600 · 0.75%
Similar plansHealth Care & Social Assistance · Maryland
Sh Franchising, LLC MD$6.9M · 0.82%
Affiliated Sante Group MD$6.4M · 0.27%
Omv Medical, Inc. MD$6.3M · 0.51%
Dove Pointe, Inc. MD$6.2M · 1.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521847976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.