Usc School Of Medicine Educational Trust Retirement Plan
Sponsored by Usc School Of Medicine Educational Trust · EIN 570705675 · Plan #001
- Total assets
- $51.6M
- Net assets
- $51.6M
- Active participants
- 189
- With balances
- 233
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (direct), Investment management fees (indirect) | $72,274 |