Yeshiva University Retirement Income Plan (Basic Plan)
Sponsored by Yeshiva University · EIN 131624225 · Plan #001
- Total assets
- $734M
- Net assets
- $734M
- Active participants
- 2,155
- With balances
- 2,962
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $133,334 |
| Captrust | Plan administrator, Consulting (general) | $84,518 |
| Seyfarth | Consulting (general) | $65,483 |
| Crowe Llp | Consulting (general) | $35,167 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$388,051 |