AUMdb

The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan For Employee Contributions

Sponsored by Rensselaer Polytechnic Institute C/O Controllers Office · EIN 141340095 · Plan #005

Total assets
$73.7M
Net assets
$73.7M
Active participants
1,916
With balances
4,227

Plan year beginning 07/01/2024

Linked investment advisers

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

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $17,811
Tiaa Teachedrs Insurance And Annu Recordkeeping fees, Account maintenance fees $16,413
Strategic Advisors, Inc. Investment advisory (plan) $1,095