The Research Foundation For The State University Of New York Optional Retirement Plan
Sponsored by The Research Foundation Of State University Of New York · EIN 141368361 · Plan #003
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 4,724
- With balances
- 9,303
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | 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) | $189,481 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $117,811 |
| The Rsrch Fdn / St. Univ Of Ny | Investment management, Direct payment from the plan, Investment management fees (indirect) | $30,664 |