Plan Snapshot
- Plan Sponsor: Cornell University
- Sponsor EIN: 150532082
- Sponsor Address: 395 PINE TREE ROAD, ITHACA, NY, 14850
- Plan Type: 403(b)
- Total Participants: 12,904
- Total Assets: $2.4B
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 | 12,904 | $2.4B | $0 | $68.6M |
| 2023 | 12,764 | $2.2B | $0 | $64.6M |
| 2022 | 12,762 | $1.9B | $0 | $60.5M |
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 |
|---|---|---|---|---|
| FIDELITY INV INSTL OPERATIONS CO | NONE | $158,110 | — | $158,110 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $81,086 | — | $81,086 |
| BONADIO & CO. LLP | NONE | $34,030 | — | $34,030 |
| NEW HORIZON FINANCIAL STRATEGIES | NONE | $11,913 | — | $11,913 |
| TIAA | NONE | $10,975 | — | $10,975 |
| CORNELL POCHILY INVESTMENT ADVISORS | NONE | $9,826 | — | $9,826 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV INSTL OPERATIONS CO — NONE
- BONADIO & CO. LLP — NONE
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $305,940
- Estimated Expense Ratio: 0.013% 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 | $306,451 | $103,338 | — | $34,030 | — |
| 2023 | $217,074 | $52,130 | — | $22,250 | — |
| 2022 | $159,550 | $14,418 | — | — | — |