University Health Physicians 403(b) Retirement Plan
Sponsored by University Health Physicians · EIN 431009163 · Plan #001
- Total assets
- $254M
- Net assets
- $254M
- Active participants
- 388
- With balances
- 785
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $123,489 |
| Cbiz Investment Advisory Services | Investment management, Direct payment from the plan | $68,771 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $16,012 |