Original filing (PDF)20241015171313NAL0049078480001

MOUNT SAINT MARY'S UNIVERSITY

Name: MOUNT SAINT MARY'S UNIVERSITY — MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2023)
Creator: MOUNT SAINT MARY'S UNIVERSITY

Form 5500

FILING_RECEIVED

MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,044

Accounts w/ balance

1,279

Plan assets (EOY)

$97.8M

Net assets (EOY)

$97.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (2 bps vs 16 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNT SAINT MARY'S UNIVERSITY.

Plan sponsor

Name

MOUNT SAINT MARY'S UNIVERSITY

EIN

52-0591672

Address

16300 OLD EMMITSBURG ROAD · EMMITSBURG, MD · 21727

Phone

(301) 447-5522

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES	81-3968784	INDEPENDENCE, OH	ADVISOR	$11K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ FINANCIAL SOLUTIONS, INC.	52-1396995	CLEVELAND, OH	SERVICE PROVIDER	$7K	—

Investments

1 pooled fund· $2.5M(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.