AUMdb

The University Of Pennsylvania Health System 403(b) Retirement Savings Plan

Sponsored by Trustees Of The Univ. Of Penn · EIN 231352685 · Plan #018

Total assets
$3.6B
Net assets
$3.6B
Active participants
45,420
With balances
50,945

Plan year beginning 01/01/2024

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
Fid Inv Instl Ops Cp Participant loan processing, Recordkeeping fees, Account maintenance fees $2,357,876