The New School 403(b) Retirement Plan
Sponsored by The New School · EIN 133297197 · Plan #001
- Total assets
- $670M
- Net assets
- $670M
- Active participants
- 4,797
- With balances
- 9,034
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $378,795 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $175,227 |
| Crowe Llp | Accounting, Direct payment from the plan | $20,344 |
| Vseen/Village Print & Media | Other services, Direct payment from the plan | $13,681 |