University Of Rochester Retirement Program
Sponsored by University Of Rochester · EIN 160743209 · Plan #003
- Total assets
- $8.0B
- Net assets
- $8.0B
- Active participants
- 31,050
- With balances
- 43,863
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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) | $1,245,366 |
| Aon Hewitt Invesment Consulting, In | Investment management, Direct payment from the plan, Investment management fees (direct) | $93,198 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $50,000 |
| Nixon Peabody Llp | Legal, Direct payment from the plan | $23,788 |
| Command Financial Press Corp. | Investment management, Direct payment from the plan, Investment management fees (direct) | $22,439 |
| Aon Consulting, Inc | Other services, Direct payment from the plan | $17,468 |