Plan Snapshot
- Plan Sponsor: Maryland University Of Integrative Health
- Sponsor EIN: 521010577
- Sponsor Address: 4701 NORTH CHARLES STREET, BALTIMORE, MD, 21210
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $28,080 |
| 2023 | 247 | $5.3M | $0 | $413,104 |
| 2022 | 284 | $4.8M | $0 | $458,864 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PFE ADVISORS, INC. | Investment Advisor | $12,350 | — | $12,350 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $11,198 | — | $11,198 |
| UNITED CAPITAL FINANCIAL ADVISORS | Investment Advisor | $11,188 | — | $11,188 |
| COASTAL PENSION SERVICES | Recordkeeper | $3,000 | $5,060 | $8,060 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,796
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $29,035 | — | $15,472 | — | — |
| 2023 | $6,216 | $6,216 | — | — | — |
| 2022 | $19,873 | $15,342 | $4,531 | — | — |