Back to filter
Original filing (PDF)20251031155801NAL0002075907001
CHARLES COUNTY SCHOOL BUS CONTRACTORS ASSOCIATION
Form 5500
FILING_RECEIVED
CHARLES COUNTY SCHOOL BUS CONTRACTORS ASSOC. RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
Late filing · 5.5 mo~120 bps in Sched C fees
Active participants
349
Accounts w/ balance
346
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
78
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 5.5 months past the 10.5-month grace window.
- 120 bps in Schedule C fees — 130% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES COUNTY SCHOOL BUS CONTRACTORS ASSOCIATION.
Plan sponsor
Name
CHARLES COUNTY SCHOOL BUS CONTRACTORS ASSOCIATION
EIN
52-1659476
Address
6950 ROSE HILL ROAD · PORT TOBACCO, MD · 20677
Phone
(301) 932-0910
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-10-31
Pension benefit codes
2A · Age/service weighted or new comparability
2C · Money purchase (other than target benefit)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIMBERLY F. PALMISANO, CPA, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LONG ISLAND EMPLOYEE BENEFITS GROUP | — | HUNTINGTON, NY | TPA | $15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using NATIONWIDE
NATIONWIDE CHILDREN'S HOSPITAL, INC.
NATIONWIDE CHILDREN'S HOSPITAL DEFINED CONTRIBUTION PLAN
$1.0B · 16,511 participants
NATIONWIDE CHILDREN'S HOSPITAL
NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN
$841.3M · 16,511 participants
BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN
STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN SAVINGS PLAN
$522.0M · 5,806 participants
ELLIS HOSPITAL
ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN
$268.7M · 2,732 participants
MOREHOUSE SCHOOL OF MEDICINE
MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN
$260.2M · 1,609 participants
HOLDER CONSTRUCTION GROUP, LLC
HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN
$229.4M · 1,589 participants
Similar-size Transportation & Warehousing plans
KENSINGTON BUS COMPANY, INC.
KENSINGTON BUS COMPANY, INC. 401(K) PROFIT SHARING PLAN
$2.6M · 66 participants
BLUE BIRD BUS SALES OF PITTSBURGH, INC.
QUALIMARK 401K PLAN
$2.5M · 226 participants
COORDINATED TRANSPORTATION SOLUTIONS, INC.
CTS, INC. 403(B) PLAN
$2.5M · 318 participants
PHILLY TRANSPORTATION, LLC
PHILLY TRANSPORTATION GROUP 401(K) PLAN
$2.7M · 409 participants
KLARR TRANSPORTATION SERVICES, I
KLARR TRANSPORTATION SERVICES INC.401(K) PROFIT SHARING PLAN &
$2.4M · 33 participants
F & S TRANSPORTATION, INC.
F & S TRANSPORTATION, INC. 401(K) PLAN
$2.8M · 55 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B