Retirement plan

UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN

Name: UNIVERSITY OF MARYLAND MEDICAL ASSOCIATES, LLC - UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN (2025) Form 5500
Creator: UNIVERSITY OF MARYLAND MEDICAL ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN, UNIVERSITY OF MARYLAND MEDICAL ASSOCIATES, LLC

UNIVERSITY OF MARYLAND MEDICAL ASSOCIATES, LLCEIN 45-5262362Plan #001PY 2025

250 WEST PRATT STREET, SUITE 901 - BALTIMORE, MD 21201667-214-1112LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+11.9% from 2024

Total participants

+14.3% from 2024

Average account balance

$46,053

-5.4% from 2024

Annual return

10.94%

-4.88 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.80M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$46K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

185.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$172K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.94%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4075

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C2G2F2R2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$159K

$7568 / participant

Other / not subdivided$159K100.0%

% of EOY assets

8.849%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,053

$181,062-74.6%

$158,223-70.9%

$155,188-70.3%

Participation rate

95.2%

82.7%+12.6pp

79.2%+16.0pp

80.8%+14.4pp

Annual return

10.94%

57.39%-46.4pp

52.09%-41.1pp

148.84%-137.9pp

Employer contribution / active EE

$8,186

$4,565+79.3%

$4,109+99.2%

$4,248+92.7%

Participant deferral / active EE

$6,134-100.0%

$5,467-100.0%

$6,531-100.0%

Admin fee / account holder

$4,075

$18,825-78.4%

$16,047-74.6%

$14,480-71.9%

UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion