Caltech Voluntary Retirement Plan
Sponsored by California Institute Of Technology · EIN 951643307 · Plan #005
- Total assets
- $2.3B
- Net assets
- $2.3B
- Active participants
- 7,880
- With balances
- 11,449
Plan year beginning 01/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $126,381 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $90,025 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $15,100 |