Upmc 401(a) Retirement Savings Plan
Sponsored by Upmc · EIN 251423657 · Plan #335
- Total assets
- $4.9B
- Net assets
- $4.9B
- Active participants
- 98,498
- With balances
- 78,379
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alight Financial Advisors, Llc CRD 158744 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Financial Advisors, Llc | Investment advisory (participants) | $2,774,515 |
| Alight Solutions, Llc | Recordkeeping | $1,857,786 |
| The Bnak Of New York Mellon | Trustee (institutional) | $223,293 |
| D.B. Root Company, Llc | Consulting (pension) | $122,142 |
| Ernst & Young, Llp | Accounting | $79,144 |
| Cozen O'connor | Legal | $11,627 |