Retirement Contribution And 403(b) Matching Plan Of The University Of Pennsylvania Health System
Sponsored by Trustees Of The Univ. Of Penn · EIN 231352685 · Plan #039
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 42,299
- With balances
- 39,906
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv Instl Ops | Participant loan processing, Recordkeeping fees, Account maintenance fees | $416,759 |