Research Foundation Of The City University Of New York Defined Contribution Retirement Plan
Sponsored by Research Foundation Of The City University Of New York · EIN 131988190 · Plan #001
- Total assets
- $929M
- Net assets
- $929M
- Active participants
- 12,450
- With balances
- 14,154
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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, Consulting (pension), Investment advisory (plan) | $242,877 |
| Julian Osorio | Employee (plan sponsor), Participant communication, Direct payment from the plan | $113,590 |
| Captrust | Investment advisory (plan), Investment management, Direct payment from the plan | $35,750 |
| Cohnreznick Llp | Accounting, Direct payment from the plan | $30,450 |
| Nixon Peabody | Legal, Direct payment from the plan | $30,205 |
| Farrah Dorsinville | Plan administrator, Recordkeeping, Employee (plan sponsor) | $20,442 |
| De Zhang | Plan administrator, Recordkeeping, Employee (plan sponsor) | $15,185 |