Contributory Defined Benefit Retirement Plan At Rensselaer Polytechnic Institute
Sponsored by Rensselaer Polytechnic Institute C/O Controllers Office · EIN 141340095 · Plan #001
- Total assets
- $221M
- Net assets
- $215M
- Active participants
- 47
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| John W. Bristol & Co., Inc. CRD 105597 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator | $1,251,236 |
| Actuarial Retirement Services Llc | Actuarial | $296,169 |
| Aon Investments Usa Inc. | Investment management | $223,833 |
| Ir&M Us Intermediate | Investment management | $100,150 |
| Northern Trust Company | Trustee (institutional) | $96,862 |
| Silchester | Investment management | $87,215 |
| Citibank, N.A. | Recordkeeping | $53,973 |
| John W. Bristol & Co., Inc. | Investment management | $42,233 |
| State Street Research & Mgmt Co. | Investment management | $30,818 |