Derek WONG signed University Clinical, Education and Research Associates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Clinical, Education and Research Associates' EIN is 99-0307152.
Download the official 2024 Form 5500 (PDF) for University Clinical, Education and Research Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Clinical, Education and Research Associates' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | — | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUEMORI & INOUYE, INC. | 99-0242337 | — | — | $13K | — |
| ALPHA POINT, INC. | 14-1884337 | — | — | $8K |
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.
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