University Pediatric Associates Retirement Plan
Sponsored by University Pediatric Associates, Inc. · EIN 161238821 · Plan #002
- Total assets
- $42.9M
- Net assets
- $42.9M
- Active participants
- 206
- With balances
- 359
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 |
|---|---|---|
| Trm Advisors Lp CRD 321278 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| P&A Retirement Plan Services,Inc | Contract administrator, Recordkeeping, Participant loan processing | $19,018 |
| Trg Advisors,Inc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $15,208 |
| Tiaa | Recordkeeping, Participant loan processing, Direct payment from the plan | $1,451 |