AUMdb

Temple University Health System, Inc. 403(b) Plan

Sponsored by Temple University Health System Inc · EIN 232825881 · Plan #002

Total assets
$1.3B
Net assets
$1.3B
Active participants
12,667
With balances
17,012

Plan year beginning 01/01/2024 · 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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Teachers Insurance And Annuity Recordkeeping fees $459,561
Cap Financial Partners, Llc Investment advisory (plan) $43,345
Grant Thornton Llp Accounting $26,670
Aon Consulting Inc Consulting (general) $15,695