Defined Contribution Retirement Plan For Faculty Of The University Of Miami
Sponsored by University Of Miami · EIN 590624458 · Plan #003
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 876
- With balances
- 2,379
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 95% | 2024 |
| 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 Inst Ops Co | Plan administrator, Direct payment from the plan, Account maintenance fees | $244,161 |
| Tiaa | Contract administrator, Direct payment from the plan, Recordkeeping | $138,903 |
| Cap Financial Partners Llc | Investment advisory (plan), Direct payment from the plan | $135,043 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $52,757 |
| Valic | Contract administrator, Direct payment from the plan, Recordkeeping | $37,100 |
| Brighthouse Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping | $76 |