William Marsh Rice University Supplemental 403(b) Plan
Sponsored by William Marsh Rice University · EIN 741109620 · Plan #002
- Total assets
- $848M
- Net assets
- $848M
- Active participants
- 5,552
- With balances
- 8,339
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Recordkeeping, Recordkeeping fees, Account maintenance fees | $37,629 |
| Capfinancial Partners Llc | Other services, Direct payment from the plan | $23,750 |
| Fidelity Investments | Consulting (general), Direct payment from the plan | $16,772 |
| Richard Nelson | Consulting (general) | $13,839 |
| Tiaa Cref | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $11,730 |
| Jim Edmonson | Consulting (general) | $862 |