AUMdb

The University Of Pennsylvania Penn Police Association Defined Benefit Retirement Plan

Sponsored by Trustees Of The University Of Pennsylvania · EIN 231352685 · Plan #016

Total assets
$32.8M
Net assets
$32.7M
Active participants
100
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Newport Capital Group, Llc CRD 144442 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Capital Group Investment advisory (plan) $77,333
Premier Actuarial Solutions Actuarial $23,600
Ascensus, Llc Legal $13,629