Cornell University Retirement Plan For The Employees Of The Endowed Colleges At Ithaca
Sponsored by Cornell University · EIN 150532082 · Plan #001
- Total assets
- $3.0B
- Net assets
- $3.0B
- Active participants
- 15,104
- With balances
- 20,786
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| New Horizon Financial Strategies, Llc CRD 125729 | deterministic · 100% | 2024 |
| Cornell Pochily Investment Advisors, Inc. CRD 145355 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv. Ins. Ops. Co. Inc. | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $248,507 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $100,919 |
| Bonadio & Co. Llp | Accounting, Direct payment from the plan | $34,000 |
| New Horizon Financial Strategies | Investment advisory (plan), Direct payment from the plan | $15,260 |
| Cornell Pochily Investment Advisors | Investment advisory (plan), Direct payment from the plan | $13,291 |