University Health System, Inc. 403(b) Plan
Sponsored by University Health System, Inc. · EIN 311626179 · Plan #001
- Total assets
- $446M
- Net assets
- $446M
- Active participants
- 5,832
- With balances
- 6,975
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $647,086 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $120,000 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $91,695 |