Princeton University Retirement Plan
Sponsored by Princeton University · EIN 210634501 · Plan #003
- Total assets
- $2.4B
- Net assets
- $2.4B
- Active participants
- 8,608
- With balances
- 17,588
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $221,746 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $45,240 |