Retirement Plan For Employees Of The Univ Of Miami
Sponsored by University Of Miami · EIN 590624458 · Plan #001 · Coral Gables, FL
- Total assets
- $567M
- Net assets
- $557M
- Active participants
- 1,788
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Arrowstreet Capital, Limited Partnership CRD 111298 | fuzzy_auto · 95% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Northern Trust Securities, Inc. CRD 7927 | fuzzy_auto · 93% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $900,463 |
| University Of Miami | Accounting, Employee (plan sponsor), Direct payment from the plan | $599,453 |
| Arrowstreet Capital Ltd Partnership | Investment management, Investment management fees (direct) | $448,488 |
| Pacific Investment Management Co | Investment management, Investment management fees (direct), Soft dollars commissions | $183,891 |
| Northern Trust | Trustee (directed), Direct payment from the plan, Soft dollars commissions | $182,774 |
| Logan Circle Partners, L.P. | Investment management, Securities brokerage, Investment management fees (direct) | $167,486 |
| Nepc | Investment advisory (plan), Direct payment from the plan | $164,222 |
| Parametric Portfolio Associates,Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $157,361 |
| Wellington Trust Company | Investment advisory (plan), Investment management fees (direct), Soft dollars commissions | $129,765 |
| Kpmg, Llp | Accounting, Direct payment from the plan | $54,120 |
| Pwc Us Tax Llp | Accounting, Direct payment from the plan | $12,915 |