University Clinical, Education And Research Associates Defined Contribution Retirement Plan
Sponsored by University Clinical, Education And Research Associates · EIN 990307152 · Plan #001
- Total assets
- $36.4M
- Net assets
- $36.4M
- Active participants
- 281
- With balances
- 438
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alphapoint, Inc. CRD 130115 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Participant loan processing, Direct payment from the plan | $42,815 |
| Suemori & Inouye, Inc. | Consulting (pension), Direct payment from the plan | $12,565 |
| Alpha Point, Inc. | Investment advisory (plan), Direct payment from the plan | $7,500 |