University Of Miami Supplemental Retirement Annuity Program
Sponsored by University Of Miami · EIN 590624458 · Plan #002
- Total assets
- $810M
- Net assets
- $810M
- Active participants
- 1,738
- With balances
- 3,621
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 Inst Ops Co In | Custodial (securities), Account maintenance fees, Participant loan processing | $120,352 |
| Strategic Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $51,545 |
| Tiaa | Contract administrator, Direct payment from the plan, Recordkeeping | $2,209 |