Touro 403(b) Plan
Sponsored by Touro University · EIN 132676570 · Plan #002
- Total assets
- $458M
- Net assets
- $458M
- Active participants
- 5,204
- With balances
- 3,317
Plan year beginning 01/01/2024
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 fees, Account maintenance fees | $119,227 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $87,023 |
| Rbt Cpas, Llp | Accounting | $13,000 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $12,908 |
| Fidelity Inv Inst Oper Co Inc | Recordkeeping fees, Account maintenance fees | $7,380 |