Uc Health Retirement Plan
Sponsored by Uc Health, Llc · EIN 311435820 · Plan #006
- Total assets
- $240M
- Net assets
- $240M
- Active participants
- 1,559
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fund Evaluation Group, Llc CRD 121658 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Towers Watson Delaware | Actuarial, Direct payment from the plan | $635,278 |
| Fund Evaluation Group, Llc | Investment management, Investment management fees (direct) | $217,558 |
| State Street Retiree Services | Trustee (institutional), Direct payment from the plan | $49,425 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $41,200 |
| State Street Bank & Trust | Custodial (securities), Investment management fees (direct) | $30,360 |
| Deloitte & Touche Llp | Accounting, Direct payment from the plan | $9,876 |