Uma Retirement Plan
Sponsored by University Medical Associates Of The Medical University Of S.C. · EIN 570935917 · Plan #001
- Total assets
- $848M
- Net assets
- $848M
- Active participants
- 3,046
- With balances
- 4,118
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $360,291 |
| Capfinancial Partners, Llc | Custodial (securities), Investment management, Direct payment from the plan | $181,897 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $75,335 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $35,595 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |