AUMdb

Uchealth 403(b) Plan

Sponsored by University Of Colorado Health · EIN 454552631 · Plan #001

Total assets
$209M
Net assets
$209M
Active participants
9,224
With balances
8,782

Plan year beginning 01/01/2024 · 401(k)

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $62,865
Verus Advisory, Inc. Investment advisory (plan) $26,250