University Of Miami Retirement Savings Plan
Sponsored by University Of Miami · EIN 590624458 · Plan #005
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 12,347
- With balances
- 18,641
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 |
|---|---|---|
| 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 In | Recordkeeping, Direct payment from the plan, Securities brokerage commissions | $723,076 |
| Strategic Advisors, Inc | Investment advisory (plan), Direct payment from the plan | $561,620 |
| Fidelity Management Trust Company | Recordkeeping, Custodial (securities), Direct payment from the plan | $20,688 |
| Variable Annuity Life Insurance Com | Contract administrator, Direct payment from the plan, Recordkeeping | $17,026 |
| Tiaa | Contract administrator, Direct payment from the plan, Recordkeeping | $6,270 |
| Lincoln National Corporation | Contract administrator, Recordkeeping, Custodial (securities) | $0 |