University Of Maryland Surgical Associates, P.A. Pension Plan
Sponsored by University Of Maryland Surgical Associates, P.A. · EIN 521557551 · Plan #001
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 61
- With balances
- 184
Plan year beginning 07/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $75,072 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $41,019 |