Princeton University Press Dc Retirement Plan
Sponsored by Princeton University Press · EIN 210634483 · Plan #003
- Total assets
- $61.9M
- Net assets
- $61.9M
- Active participants
- 145
- With balances
- 407
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Withum Brown Smith, P.C | Accounting | $15,480 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $12,998 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $150 |