The Research Foundation For The State University Of New York Retirement Plan
Sponsored by The Research Foundation For The State University Of New York · EIN 141368361 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 11,083
- With balances
- 16,370
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| The Rsrch Fdn / St. Univ Of Ny | Investment management, Direct payment from the plan, Investment management fees (indirect) | $248,943 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $248,670 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $234,232 |