William Marsh Rice University Defined Contribution Retirement Plan
Sponsored by William Marsh Rice University · EIN 741109620 · Plan #009
- Total assets
- $930M
- Net assets
- $930M
- Active participants
- 6,816
- With balances
- 9,265
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Money purchase, Total participant-directed account
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 management, Direct payment from the plan, Investment management fees (direct) | $71,250 |
| Fidelity Investments | Consulting (general), Direct payment from the plan | $48,569 |
| Fidelity Investments | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $34,467 |
| Tiaa | Contract administrator, Recordkeeping, Direct payment from the plan | $23,289 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $21,000 |