# UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN

Retirement plan sponsored by **UNIVERSITY OF MIAMI**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | UNIVERSITY OF MIAMI |
| EIN | 590624458 |
| Plan number | 005 |
| Plan year | 2025 |
| Location | CORAL GABLES, FL |
| Industry | hospital & health care |
| Total assets (end of year) | $2.52B |
| Participants | 18,632 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Recordkeeping fees; Participant loan processing; Securities brokerage commissions and fees; Custodial (securities); Sub-transfer agency fees |
| STRATEGIC ADVISORS, INC. | Direct payment from the plan; Investment advisory (plan) |
| CAPFINANCIAL PARTNERS LLC | Investment advisory (plan); Direct payment from the plan |
| FIDELITY INVESTMENTS INSTITUTIONAL | Direct payment from the plan; Custodial (securities); Recordkeeping and information management (computing, tabulating, data processing, etc.) |
| VALIC RETIREMENT SERVICES COMPANY | Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management fees paid directly by plan; Custodial (securities); Contract Administrator; Direct payment from the plan |
| WILLIS TOWERS WATSON US LLC | Other services; Actuarial |
| TIAA | Direct payment from the plan; Investment management fees paid directly by plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Custodial (securities) |
| LINCOLN FINANCIAL ADVISORS CORP | Contract Administrator; Custodial (securities); Recordkeeping and information management (computing, tabulating, data processing, etc.) |

## Other plans from this sponsor

- DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI: https://planoptica.com/retirement/590624458-003
- UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM: https://planoptica.com/retirement/590624458-002
- RETIREMENT PLAN FOR EMPLOYEES OF THE UNIV OF MIAMI: https://planoptica.com/retirement/590624458-001
- UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN II: https://planoptica.com/retirement/590624458-006
- RETIREMENT SAVINGS PLAN III: https://planoptica.com/retirement/590624458-007

## 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/590624458-005
- Cite as: PlanOptica, https://planoptica.com/retirement/590624458-005
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers