Timothy Thomas signed University Physician Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Physician Group's EIN is 38-3474766.
Download the official 2024 Form 5500 (PDF) for University Physician Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Physician Group's plan includes a self-directed brokerage window, a default investment (QDIA), a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $38K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
