AUMdb

The Maryland Zoological Society Savings And Retirement Plan

Sponsored by The Maryland Zoological Society · EIN 520996352 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
160
With balances
175

Plan year beginning 01/01/2024 · 401(k)

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
Morgan Stanley Wealth Mgmt., Llc Investment advisory (participants), Investment advisory (plan) $27,173
Nwps Participant loan processing, Recordkeeping fees, Direct payment from the plan $16,026