Yale University Retirement Plan For Staff Employees
Sponsored by Yale University · EIN 060646973 · Plan #002
- Total assets
- $2.3B
- Net assets
- $2.2B
- Active participants
- 7,550
- 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 |
|---|---|---|
| Trigran Investments, Inc. CRD 155200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Contract administrator, Direct payment from the plan | $1,126,927 |
| Morgan Stanley | Direct payment from the plan, Other investment fees and expenses | $455,259 |
| Yale University | Plan administrator, Direct payment from the plan | $225,033 |
| Aon Consulting | Actuarial, Direct payment from the plan | $215,478 |
| Northern Trust | Custodial (securities), Direct payment from the plan, Other investment fees and expenses | $187,366 |
| Deloitte Tax Llp | Accounting, Direct payment from the plan | $100,137 |
| Trigran Investments, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $41,464 |
| Grant Thornton | Accounting, Direct payment from the plan | $36,225 |
| K&L Gates | Legal, Direct payment from the plan | $11,783 |
| Brookdale Realty Services, Llc | Investment management, Investment management fees (indirect) | $0 |