Muscular Dystrophy Association, Inc. Savings Plan
Sponsored by Muscular Dystrophy Association, Inc. · EIN 131665552 · Plan #003
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 287
- With balances
- 518
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | Investment advisory (plan), Direct payment from the plan | $51,357 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $37,509 |