AUMdb

Uab Medicine Enterprise 403(b) Retirement Plan

Sponsored by Uab Medicine Enterprise · EIN 631182994 · Plan #001

Total assets
$98.8M
Net assets
$98.8M
Active participants
656
With balances
880

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

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

Firm Match Plan year
Johnson Sterling, Inc. CRD 106379 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Johnson Sterling, Inc Investment advisory (plan), Direct payment from the plan $86,520
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $55,159