University Of Southern California Defined Contribution Retirement Plan
Sponsored by University Of Southern California · EIN 951642394 · Plan #002
- Total assets
- $5.0B
- Net assets
- $5.0B
- Active participants
- 21,620
- With balances
- 44,381
Plan year beginning 01/01/2024 · Money purchase, 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 |
|---|---|---|
| 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, Consulting (general), Securities brokerage | $353,752 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $218,571 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$18,198 |