University Of Southern California Tax Deferred Annuity Plan
Sponsored by University Of Southern California · EIN 951642394 · Plan #001
- Total assets
- $4.8B
- Net assets
- $4.8B
- Active participants
- 25,110
- With balances
- 46,627
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 |
|---|---|---|
| Vanguard Group Inc | Recordkeeping, Securities brokerage, Participant loan processing | $356,198 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $218,117 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$51,856 |