AUMdb

Baltimore Medical System, Inc. Tax Sheltered Annuity Plan

Sponsored by Baltimore Medical System, Inc. · EIN 521358241 · Plan #001

Total assets
$21.7M
Net assets
$21.7M
Active participants
422
With balances
579

Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Recordkeeping fees, Other fees, Recordkeeping $56,032
One Digital Investment Advisors Other fees, Direct payment from the plan $15,913
Nextcapital Group, Inc. Other fees, Direct payment from the plan $7,292