University Of Wisconsin Medical Foundation Physicians Retirement Plan
Sponsored by University Of Wisconsin Medical Foundation, Inc. · EIN 391824445 · Plan #001
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 1,782
- With balances
- 2,508
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $313,869 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $40,284 |