Upa 401(k) Savings Plan
Sponsored by University Physicians Association Inc · EIN 621610351 · Plan #001
- Total assets
- $39.6M
- Net assets
- $39.6M
- Active participants
- 1,075
- With balances
- 1,464
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 |
|---|---|---|
| Truist Advisory Services, Inc. CRD 283390 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Financial Services Inc | Contract administrator, Consulting (pension) | $192,303 |
| Truist Advisory Services | Investment advisory (plan), Investment management fees (direct) | $152,060 |
| Nationwide Life Insurance Company | Recordkeeping, Custodial (other), Custodial (securities) | $7,424 |
| Active Core Active To Target Date | Investment advisory (plan), Investment management, Investment management fees (direct) | $0 |
| Brinker Capital Investments | Investment advisory (plan), Investment management, Investment management fees (direct) | $0 |
| Nationwide | $0 |