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  2. UNIVERSITY OF MARYLAND FOUNDATION, INC.
Sponsor portfolioTH

UNIVERSITY OF MARYLAND FOUNDATION, INC.

EIN 52-1125663-higher education-Latest filing 2024
Plans
2
Retirement
2
$12.7M assets
Welfare
0
Participants
202
3300 METZEROTT RD - ADELPHI, MD 20783301-445-1949LinkedIn1-10 employeeshigher education
Plans on this EIN
2 filings
#001MoneyPurchase-$6.9M - 152 part#002403b-$5.8M - 50 part

Retirement portfolio analytics

2 plans aggregated / $12.7M assets / 202 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • 401(A) DC PLAN (#001)54%
  • FOUNDATION RETIREMENT PLAN (#002)46%
Total $12.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(A) DC PLAN (#001)152
  • FOUNDATION RETIREMENT PLAN (#002)50
Total 202Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNIVERSITY OF MARYLAND FOUNDATION, INC. 401(A) DC PLAN

MoneyPurchase

Assets$6.9M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN

403b

Assets$5.8M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF MARYLAND FOUNDATION, INC. 401(A) DC PLANMoneyPurchase$6.9M1522024
002UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN403b$5.8M502024
Retirement plans
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