Upmc 403(b) Retirement Savings Plan
Sponsored by Upmc · EIN 251423657 · Plan #334
- Total assets
- $4.7B
- Net assets
- $4.7B
- Active participants
- 79,337
- With balances
- 72,888
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Alight Financial Advisors, Llc CRD 158744 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Financial Advisors, Llc | Investment advisory (participants) | $2,561,090 |
| Alight Financial Solutions, Llc | Recordkeeping | $1,714,880 |
| Bank Of New York Mellon, N.A. | Trustee (institutional) | $206,117 |
| D.B. Root Company, Llc | Consulting (pension) | $112,747 |
| Ernst & Young, Llp | Accounting | $73,056 |
| Vanguard | Recordkeeping, Other fees | $30,585 |
| Cozen O'connor | Legal | $10,732 |