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Filters:Has financial statement EIN 521456103 Clear all

Companies

companyU.M. Fdsp Associates, P.A.
$9.8Mreported plan assets
EIN: 52-1456103Location: MDPlans: 1Participants: 241Latest: 2023
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Plans

planU.M. Fdsp Associates, P.A. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
$9.8Mreported assets (EOY)
Sponsor: U.M. Fdsp Associates, P.A.EIN: 52-1456103Plan: 001Participants: 241Assets: $9,826,103Net assets: $9.8MAssets / participant: $40.8KLocation: Baltimore, MDLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan
Sponsor: U.M. Fdsp Associates, P.A.EIN: 52-1456103Plan: 001Ack ID: 20250408090648NAL0033940658001
filing2023 Form 5500 — U. M. Fdsp Associates, P. A. Health And Welfare Benefit Plan
Sponsor: U.M. Fdsp Associates, P.A.EIN: 52-1456103Plan: 501Ack ID: 20250418081410NAL0002743729001