Stanford Contributory Retirement Plan
Sponsored by The Board Of Trustees Of The Leland Stanford Junior University · EIN 941156365 · Plan #001
- Total assets
- $12.6B
- Net assets
- $12.6B
- Active participants
- 24,225
- With balances
- 41,492
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Institutional Operations C | Participant loan processing, Recordkeeping fees, Account maintenance fees | $838,893 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $719,560 |