Plan Ledger DOL Form 5500 · updated monthly

The Calvert County Day School, Inc403(b)

CALVERTON SCHOOL 403(B) RETIREMENT PLAN · HUNTINGTOWN, MD · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

The Calvert County Day School, Inc reported $13,565 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $996 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 3 years on file its reported administrative ratio has held roughly steady near 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Maryland (1,116th of 1,671), and 2,291st of 3,091 in educational services. In 2024, employees put in $2.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,565,271
Participants with balances125
Active participants45
Employer contributions$44,804
Employee contributions$122,919
Employer contribution per active participant$996
Average account balance$60,522
Benefits paid to participants$541,603
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 125 accts · $45K emplr
2023$7.0M · 127 accts · $42K emplr
2022$6.7M · 132 accts · $33K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,565
Total administrative$13,565
Employer contributions to the The Calvert County Day School, Inc plan · 2024
Employer contribution per active participant$996
Median for plans this size$1,313
2024$996 per active participant
2023$966 per active participant
2022$794 per active participant

The Calvert County Day School, Inc's 2024 employer contribution ran below the $1,313 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 · 20242
TIAA-CREF · Recordkeeping$6,892
GLOBAL RETIREMENT PARTNERS · Consulting$6,670

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$13,565 · 0.19%
2023$13,363 · 0.19%
2022$13,489 · 0.18%
Similar plansEducational Services · Maryland
The Children's Guild, Inc MD$10.1M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520853724 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.