AUMdb

Maryland University Of Integrative Health 403(b) Plan

Sponsored by Maryland University Of Integrative Health, Inc. · EIN 521010577 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Notre Dame Of Maryland University Other fees $13,563
Empower Annuity Insurance Company Investment management fees (indirect), Sub-transfer agency fees, Float revenue $12,627
Coastal Pension Services Contract administrator, Plan administrator $9,891
Creative Planning Llc Investment advisory (plan) $5,927