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Original filing (PDF)20251015143712NAL0006449344001
BALTIMORE MEDICAL SYSTEM, INC.
Form 5500
FILING_RECEIVED
BALTIMORE MEDICAL SYSTEM, INC. TAX SHELTERED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
422
Accounts w/ balance
579
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALTIMORE MEDICAL SYSTEM, INC..
Plan sponsor
Name
BALTIMORE MEDICAL SYSTEM, INC.
EIN
52-1358241
Address
5525 EASTERN AVENUE · STE 301 · BALTIMORE, MD · 21213
Phone
(410) 558-4993
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $56K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $16K | — |
| NEXTCAPITAL GROUP, INC. | — | CHICAGO, IL | NONE | $7K | — |
Investments
25 direct securities· $21.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 I T. Rowe Price 0 | — | — | — | $3.7M | 16.9% | |
| American Century Growth R6 American Century 0 | — | — | — | $2.1M | 9.6% | |
| T. Rowe Price Retirement 2040 I T. Rowe Price 0 | — | — | — | $1.8M | 8.1% | |
| T. Rowe Price Retirement 2020 I T. Rowe Price 0 | — | — | — | $1.8M | 8.1% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $1.7M | 7.7% | |
| Dodge & Cox Income X T. Rowe Price 0 | — | — | — | $1.6M | 7.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.3M | 5.9% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $1.1M | 5.1% | |
| Fidelity International Index Fidelity 0 | — | — | — | $892K | 4.1% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $877K | 4.0% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $790K | 3.6% | |
| BlackRock Liquidity Funds FedFund Instl BlackRock 0 | — | — | — | $708K | 3.3% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $494K | 2.3% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $443K | 2.0% | |
| DFA Large Cap International Port Inst DFA 0 | — | — | — | $439K | 2.0% | |
| T. Rowe Price Retirement 2050 I T. Rowe Price 0 | — | — | — | $400K | 1.8% | |
| T. Rowe Price Retirement 2060 I T. Rowe Price 0 | — | — | — | $362K | 1.7% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $292K | 1.3% | |
| T. Rowe Price Retirement 2045 I T. Rowe Price 0 | — | — | — | $277K | 1.3% | |
| T. Rowe Price Retirement 2035 I T. Rowe Price 0 | — | — | — | $191K | 0.9% | |
| T. Rowe Price Retirement 2015 I T. Rowe Price 0 | — | — | — | $179K | 0.8% | |
| T. Rowe Price Retirement 2055 I T. Rowe Price 0 | — | — | — | $172K | 0.8% | |
| T. Rowe Price Retirement 2025 I T. Rowe Price 0 | — | — | — | $121K | 0.6% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $42K | 0.2% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $16K | <0.1% |