University Of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan
Sponsored by University Of Alabama Health Services Foundation, Pc · EIN 630649108 · Plan #002
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 5,019
- With balances
- 8,337
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 |
| The Welch Group, Llc CRD 111273 | 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) | $593,845 |
| Johnson Sterling, Inc. | Consulting (general), Investment advisory (plan), Investment management | $481,234 |
| Berk Cleveland Rathmell Wealth Stra | Investment advisory (participants), Direct payment from the plan | $23,958 |
| The Welch Group, Llc | Investment management, Direct payment from the plan | $19,797 |
| Fidelity Inv Ins Operations | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $2,235 |