Rochester Institute Of Technology Retirement Savings Plan
Sponsored by Rochester Institute Of Technology · EIN 160743140 · Plan #001
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 4,830
- With balances
- 7,467
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Investment advisory (plan), Direct payment from the plan | $322,500 |
| Fidelity Investments Institutional | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $161,059 |
| Insero & Co. Cpas, Llp | Accounting, Direct payment from the plan | $27,125 |
| Nixon Peabody Llp | Legal, Direct payment from the plan | $5,220 |
| Tiaa Teachers And Insurance Annuit | Participant loan processing, Direct payment from the plan | $1,200 |