The University Of Vermont Medical Center 403(b) Plan
Sponsored by The University Of Vermont Health Network 403 B) Retirement Savings Plan · EIN 030219309 · Plan #006
- Total assets
- $2.2B
- Net assets
- $2.2B
- Active participants
- 13,241
- With balances
- 16,212
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 |
|---|---|---|
| Strategic Advisers Llc CRD 104555 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Investment advisory (participants), Participant loan processing | $1,201,647 |
| Strategic Advisers | Investment advisory (plan), Direct payment from the plan | $367,879 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $93,176 |
| Mcsoley Mccoy & Co | Accounting, Investment advisory (plan), Direct payment from the plan | $35,000 |
| Variable Annuity Life Insurance | Insurance agents and brokers, Insurance services, Direct payment from the plan | $23,916 |