Yale University Tax Deferred 403(b) Savings Plan
Sponsored by Yale University · EIN 060646973 · Plan #004
- Total assets
- $874M
- Net assets
- $874M
- Active participants
- 20,372
- With balances
- 7,588
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 |
|---|---|---|
| Kreitler Financial Llc CRD 309056 | deterministic · 100% | 2024 |
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Assetmark, Inc. CRD 109018 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $91,762 |
| Kreitler Financial, Llc | Investment management, Direct payment from the plan | $91,740 |
| Tidewater Wealth Management | Investment management, Direct payment from the plan | $58,384 |
| Aon Investments Usa Inc | Investment management, Direct payment from the plan | $51,688 |
| Assetmark,Inc. | Investment management, Direct payment from the plan | $5,575 |