University Physician Group 401(a) Retirement Plan
Sponsored by University Physician Group · EIN 383474766 · Plan #001
- Total assets
- $55.1M
- Net assets
- $55.1M
- Active participants
- 298
- With balances
- 416
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $31,378 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,520 |