The Duke University Faculty And Staff Retirement Plan
Sponsored by Duke University · EIN 560532129 · Plan #001
- Total assets
- $11.0B
- Net assets
- $11.0B
- Active participants
- 49,781
- With balances
- 58,167
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Participant loan processing | $2,867,330 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $6,744 |