AUMdb

Sjsu Research Foundation Retirement Plan

Sponsored by San Jose State University Research Foundation · EIN 946017638 · Plan #002

Total assets
$125M
Net assets
$125M
Active participants
229
With balances
802

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $97,831