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UNIVERSITY OF MARYLAND FOUNDATION — UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241015094139NAL0016075475001
UNIVERSITY OF MARYLAND FOUNDATION
Form 5500-SF
FILING_RECEIVED
UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN
403(b) retirement plan
Active participants
27
Accounts w/ balance
48
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNIVERSITY OF MARYLAND FOUNDATION
.
Find decision makers
Plan sponsor
Name
UNIVERSITY OF MARYLAND FOUNDATION
EIN
52-1125663
Address
3300 METZEROTT RD · ADELPHI, MD · 20783
Phone
(301) 445-1949
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
163
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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