Rensselaer Polytechnic Institute Defined Contribution Retirement Plan For Rensselaer Contributions
Sponsored by Rensselaer Polytechnic Institute C/O Controllers Office · EIN 141340095 · Plan #006
- Total assets
- $373M
- Net assets
- $373M
- Active participants
- 1,920
- With balances
- 3,373
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $111,532 |
| Cap Financial Partners, Llc | Investment advisory (plan) | $87,000 |
| Tiaa Teachers Insurance And Ann | Recordkeeping fees, Account maintenance fees | $81,218 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $4,827 |