# THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN

Retirement plan sponsored by **THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN |
| EIN | 030219309 |
| Plan number | 006 |
| Plan year | 2025 |
| Location | BURLINGTON, VT |
| Industry | n/a |
| Total assets (end of year) | $2.59B |
| Participants | 17,377 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| FID INV INST OPS CO | Investment advisory (participants); Recordkeeping fees; Securities brokerage commissions and fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees |
| STRATEGIC ADVISORS, INC. | Direct payment from the plan; Investment advisory (plan) |
| CAPFINANCIAL PARTNERS LLC | Investment advisory (plan); Direct payment from the plan |
| MCSOLEY MCCOY & CO | Accounting (including auditing); Investment advisory (plan); Direct payment from the plan |
| VALIC RETIREMENT SERVICES COMPANY | Insurance services; Direct payment from the plan; Insurance agents and brokers |
| FID INV INST OPS CO | Sub-transfer agency fees |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/030219309-006
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