Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIVERSITY OF SOUTH ALABAMA FOUNDATION
EIN 63-6065809internetLatest filing 2025
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.4M assets / 27 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$9.0M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNIVERSITY OF SOUTH ALABAMA FOUNDATION TAX DEFERRED ANNUITY PLAN
403b
Assets$400K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $9.0M | 20 | 2025 | |
| 002 | UNIVERSITY OF SOUTH ALABAMA FOUNDATION TAX DEFERRED ANNUITY PLAN | 403b | $400K | 7 | 2025 |
Retirement plans