Georgetown University Voluntary Contribution Retirement Plan
Sponsored by Georgetown University · EIN 530196603 · Plan #002
- Total assets
- $979M
- Net assets
- $979M
- Active participants
- 13,974
- With balances
- 12,708
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cohnreznick Llp | Accounting, Direct payment from the plan | $28,500 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $23,543 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $9,875 |
| Fidelity Inv Inst Ops Co. Llc | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $0 |