University Physician Group 403 B Retirement Plan
Sponsored by University Physician Group · EIN 383474766 · Plan #002
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 652
- With balances
- 911
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Default investment account (QDIA), Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $62,845 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $37,943 |