Brown University Defined Contribution Deferred Vesting Retirement Plan
Sponsored by Brown University · EIN 050258809 · Plan #107
- Total assets
- $974M
- Net assets
- $974M
- Active participants
- 6,695
- With balances
- 11,810
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 Inv Inst Ops Co. Llc | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $349,663 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $221,930 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $44,362 |