The University Of Tampa Defined Contribution Retirement Plan
Sponsored by The University Of Tampa · EIN 590624459 · Plan #001
- Total assets
- $227M
- Net assets
- $227M
- Active participants
- 1,651
- With balances
- 1,661
Plan year beginning 01/01/2024 · Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | 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) | $71,610 |
| Segal Advisors, Inc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $52,660 |