AUMdb

Teacher's College, Columbia University Dc Retirement Plan

Sponsored by Teacher's College, Columbia University · EIN 131624202 · Plan #001

Total assets
$564M
Net assets
$564M
Active participants
2,205
With balances
2,689

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).

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
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $188,018
Capfinancial Partners Llc Investment management, Direct payment from the plan $63,468
Wiss & Company, Llp Accounting, Direct payment from the plan $18,500