Cristina Elgarresta signed University of Miami's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University of Miami's EIN is 59-0624458.
Download the official 2024 Form 5500 (PDF) for University of Miami from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University of Miami's plan includes a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OPS CO | 04-2647786 | — | RECORDKEEPER | $244K | — |
| TIAA | 13-1624203 | — | RECORDKEEPER | $139K | — |
| VALIC | 74-1625348 | — | RECORDKEEPER | $37K | — |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | 06-0566090 | — | RECORDKEEPER | $76 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | RALEIGH, NC | NONE | $135K | — |
