AUMdb

Fordham University Retirement Plan

Sponsored by Fordham University · EIN 131740451 · Plan #001

Total assets
$1.7B
Net assets
$1.7B
Active participants
3,617
With balances
5,973

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Tiaa Teachers Insurance And Annui $470,023
Fidelity Invest Institutional Ops Participant loan processing, Recordkeeping fees, Account maintenance fees $213,051
Capfinancial Partners, Llc $146,995
Forvis Mazars, Llp $62,475
Nixon Peabody Llp $23,062
Empower Annuity In Co Of America Recordkeeping fees $1,842