University Of Miami Retirement Savings Plan Ii
Sponsored by University Of Miami · EIN 590624458 · Plan #006
- Total assets
- $195M
- Net assets
- $195M
- Active participants
- 1,290
- With balances
- 2,284
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 Institutional | Custodial (securities), Sub-transfer agency fees, Securities brokerage commissions | $62,021 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $53,393 |