AUMdb

Supplemental Retirement Annuity Plan Of The University Of Pennsylvania

Sponsored by Trustees Of The University Of Pa · EIN 231352685 · Plan #002

Total assets
$2.3B
Net assets
$2.3B
Active participants
27,753
With balances
16,805

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $197,564