Mtha Retirement Plan For Backstretch Employees
Sponsored by Maryland Thoroughbred Horsemen's Association, Inc. · EIN 521493207 · Plan #002
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 532
- With balances
- 502
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (participants) | $34,276 |
| Pollard & Associates Inc | Contract administrator | $25,221 |
| John Hancock Life Insurance Company | Recordkeeping | $8,849 |