Yale University Matching Retirement Plan
Sponsored by Yale University · EIN 060646973 · Plan #005
- Total assets
- $602M
- Net assets
- $602M
- Active participants
- 6,135
- With balances
- 7,246
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $227,282 |
| Aon Investments Usa Inc | Investment management, Direct payment from the plan | $64,931 |
| Grant Thornton, Llp | Accounting, Direct payment from the plan | $24,675 |