Uma Supplemental 403(b) Plan
Sponsored by University Medical Associates Of The Medical Univ. Of South Carolina · EIN 570935917 · Plan #002
- Total assets
- $158M
- Net assets
- $158M
- Active participants
- 3,064
- With balances
- 1,436
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Direct payment from the plan | $59,817 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $24,439 |
| Cap Financial Partners, Llc | Investment advisory (plan), Investment management fees (indirect) | $20,704 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $12,316 |
| Cambridge Investment Research | Investment advisory (plan), Direct payment from the plan | $7,190 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |