Yale University Retirement Account Plan
Sponsored by Yale University · EIN 060646973 · Plan #001
- Total assets
- $8.3B
- Net assets
- $8.3B
- Active participants
- 13,709
- With balances
- 25,378
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 |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Kreitler Financial Llc CRD 309056 | deterministic · 100% | 2024 |
| Assetmark, Inc. CRD 109018 | deterministic · 100% | 2024 |
| Flexible Plan Investments Ltd CRD 110762 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $763,583 |
| Aon Investments Usa Inc | Investment management, Direct payment from the plan | $716,932 |
| Kreitler Financial, Llc | Investment management, Direct payment from the plan | $476,149 |
| Assetmark,Inc. | Investment management, Direct payment from the plan | $93,464 |
| Tidewater Wealth Management | Investment management, Direct payment from the plan | $58,230 |
| Flexible Plan Investments, Ltd. | Investment management, Direct payment from the plan | $48,197 |
| Grant Thornton, Llp | Accounting, Direct payment from the plan | $29,675 |
| Commonwealth Financial Network(h/O) | Investment management, Direct payment from the plan | $27,276 |