Georgetown University Defined Contribution Retirement Plan
Sponsored by Georgetown University · EIN 530196603 · Plan #211
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 5,073
- With balances
- 13,202
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $94,171 |
| K&L Gates | Legal, Direct payment from the plan | $39,520 |
| Cohnreznick Llp | Accounting, Direct payment from the plan | $32,210 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $397 |
| Fidelity Inv Inst Ops Co. Llc | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $300 |