Adelphi University Defined Contribution Retirement Plan
Sponsored by Adelphi University · EIN 111630741 · Plan #001
- Total assets
- $473M
- Net assets
- $473M
- Active participants
- 1,256
- With balances
- 2,196
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Cref | Recordkeeping, Direct payment from the plan | $40,012 |
| Grant Thornton, Llp | Accounting, Direct payment from the plan | $39,008 |
| Cap Financial Partners, Llc | Investment management, Investment management fees (direct) | $33,899 |
| Mercer (Us), Inc | Consulting (general), Direct payment from the plan | $7,808 |
| Fidelity Invest. Inst. Oper. Co. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $0 |