Northeastern University Retirement Plan
Sponsored by Northeastern University · EIN 041679980 · Plan #001
- Total assets
- $2.6B
- Net assets
- $2.6B
- Active participants
- 9,197
- With balances
- 12,195
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan | $100,000 |
| Fidelity Inv. Inst. Ops. Co. | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $55,171 |
| Ropes & Gray, Llp | Legal, Direct payment from the plan | $36,632 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $30,500 |
| Tiaa | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $14,053 |
| Grant Thornton Advisors Llc | Accounting, Direct payment from the plan | $9,000 |