AUMdb

University Of Virginia Physicians Group Clinicians Supplemental Retirement Plan

Sponsored by University Of Virginia Physicians Group · EIN 541124769 · Plan #009

Total assets
$223M
Net assets
$223M
Active participants
447
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Vanguard Advisers, Inc. CRD 106715 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Aon Hewitt Associates Llc Actuarial, Direct payment from the plan $443,078
Vanguard Advisors Inc. Investment management, Direct payment from the plan, Investment management fees (direct) $147,889
Principal Custody Solutions Custodial (securities), Trustee (institutional), Direct payment from the plan $107,061
Mcguirewoods Llp Consulting (general), Legal $39,173
Alight Solutions Llc Plan administrator, Recordkeeping, Direct payment from the plan $23,100
Bdo Usa, P.C. Accounting, Direct payment from the plan $12,661
Vanguard Fiduciary Trust Company Trustee (institutional), Direct payment from the plan, Investment management fees (direct) $10,168