AUMdb

Weill Cornell Medical College Retirement Plan For Faculty And Exempt Employees

Sponsored by Cornell University · EIN 150532082 · Plan #002

Total assets
$2.2B
Net assets
$2.2B
Active participants
5,517
With balances
10,589

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bca Watson Rice Llp Accounting, Direct payment from the plan $111,530
Cap Financial Partners, Llc Investment management, Direct payment from the plan $69,556
Ropes & Gray, Llp Legal, Direct payment from the plan $34,838
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $17,042