Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MD INVESTMENT SERVICES, INC.
EIN 87-3109893Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
8
7900 CEDARVILLE ROAD - BRANDYWINE, MD 20613913-481-1806
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MD INVESTMENT SERVICES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MD INVESTMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$211K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MD INVESTMENT SERVICES, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.0M | 3 | 2025 | |
| 001 | MD INVESTMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401k | $211K | 5 | 2025 |
Retirement plans