University Physicians And Surgeons, Inc. Retirement Plan
Sponsored by University Physicians And Surgeons, Inc. · EIN 550564945 · Plan #001
- Total assets
- $167M
- Net assets
- $167M
- Active participants
- 1,769
- With balances
- 2,350
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Assurance And Annuity | Recordkeeping, Recordkeeping fees | $62,351 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $167M | 1,769 | ack 20251006145107NAL0009286866001 |
| 01/01/2021 | $143M | 1,498 | ack 20250725101252NAL0008565968001 |
| 01/01/2020 | $123M | 1,370 | ack 20250725101036NAL0006487137001 |
| 01/01/2019 | $105M | 1,294 | ack 20250725100831NAL0006485889001 |
| 01/01/2018 | $88.3M | 1,402 | ack 20250725100554NAL0003091459001 |
| 01/01/2017 | $88.2M | 1,228 | ack 20250725100338NAL0003090563001 |
| 01/01/2016 | $73.9M | 1,151 | ack 20250725095900NAL0016675442001 |