Retirement Savings Plan Iii
Sponsored by University Of Miami · EIN 590624458 · Plan #007
- Total assets
- $128M
- Net assets
- $128M
- Active participants
- 8,258
- With balances
- 7,917
Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Inst Op Co Llc | Participant loan processing, Securities brokerage commissions, Recordkeeping fees | $139,549 |
| Strategic Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $33,527 |