University Hospitals Health System 403(b) Matched Retirement Savings Plan
Sponsored by University Hospitals Health System · EIN 340714775 · Plan #003
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 29,885
- With balances
- 37,137
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Automatic enrollment, Default investment account (QDIA)
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 | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,734,508 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $91,036 |
| Kpmg Llp | Legal | $68,333 |
| Seyfarth Shaw Llp | Legal | $26,120 |
| Wealth Management Systems Inc | Other services, Other fees | $0 |