The Maryland State Education Association Pension Plan And Trust
Sponsored by Maryland State Education Association, Inc. · EIN 520607919 · Plan #002
- Total assets
- $54.1M
- Net assets
- $54.1M
- Active participants
- 92
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Investments Usa, Inc. | Investment advisory (plan), Investment management, Direct payment from the plan | $153,381 |
| Conrad Siegel | Actuarial, Recordkeeping, Consulting (pension) | $32,664 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $20,000 |
| Sleven & Hart, P.C. | Legal, Direct payment from the plan | $15,692 |
| U.S. Bancorp | Trustee (institutional), Direct payment from the plan | $14,701 |