University Clinical Health Employer Contribution Plan
Sponsored by Ut Medical Group, Inc. Dba University Clinical Health · EIN 621162462 · Plan #004
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 449
- With balances
- 598
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hauser Retirement Solutions 2 Llc CRD 299959 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $70,593 |
| Hauser Retirement Solutions 2 Llc | Investment advisory (plan), Other fees | $0 |