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Original filing (PDF)20250408090648NAL0033940658001
U.M. FDSP ASSOCIATES, P.A.
Form 5500
FILING_RECEIVED
U.M. FDSP ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
201
Accounts w/ balance
157
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.M. FDSP ASSOCIATES, P.A..
Plan sponsor
Name
U.M. FDSP ASSOCIATES, P.A.
EIN
52-1456103
Address
650 W BALTIMORE ST STE 5201 · BALTIMORE, MD · 212011510
Phone
(410) 706-0522
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEYRICH CRONIN & SORRA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $7K | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| AMERICAN CENTURY INVESTMENT MANAGEM | 20-0623152 | — | NONE | $0 | — |
| DAVIS FUNDS | 13-2601967 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| VICTORY FUNDS | 13-2700161 | — | NONE | $0 | — |
| THORNBURG FUNDS | 85-0301299 | — | NONE | $0 | — |
| WELLS FARGO FUNDS TRUST | 41-0449260 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.