# Cornell University 403(b) Plan
Source: https://planprovider.pro/companies/cornell-university-403b-plan-002

> Cornell University's 403(b) plan: 5,517 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cornell University

- **Sponsor EIN:** 150532082

- **Sponsor Address:** 130 DAY HALL, ITHACA, NY, 14850

- **Plan Type:** 403(b)

- **Total Participants:** 5,517

- **Total Assets:** $2.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,517|$2.2B|$83.7M|$0|

| 2023|5,144|$2.0B|$70.0M|$0|

| 2022|4,690|$1.7B|$69.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BCA WATSON RICE LLP|NONE|$111,530|—|$111,530|

| CAP FINANCIAL PARTNERS, LLC|NONE|$69,556|—|$69,556|

| ROPES & GRAY, LLP|NONE|$34,838|—|$34,838|

| TIAA|NONE|$17,042|—|$17,042|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $232,966

- **Estimated Expense Ratio:** 0.010% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$232,966|$69,556|$17,042|$111,530|—|

| 2023|$91,010|$47,002|$250|$35,950|—|

| 2022|$82,562|$65,564|—|—|$13,000|

## Similar Plans

- [Syracuse University](https://planprovider.pro/companies/syracuse-university-403b-plan-001) — 5,308 participants

- [Touro University](https://planprovider.pro/companies/touro-university-403b-plan) — 5,204 participants

- [New York University](https://planprovider.pro/companies/new-york-university-403b-plan-009) — 4,877 participants

- [Rochester Institute Of Technology](https://planprovider.pro/companies/rochester-institute-of-technology-403b-plan) — 4,830 participants

- [The New School](https://planprovider.pro/companies/the-new-school-403b-plan-001-7197) — 4,797 participants

- [New York University](https://planprovider.pro/companies/new-york-university-403b-plan-005) — 7,313 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cornell-university-403b-plan-002)

© 2026 PlanProvider.Pro