# Research Foundation Of The City University Of New York 403(b) Plan
Source: https://planprovider.pro/companies/research-foundation-of-cuny-403b-plan-001

> Research Foundation Of The City University Of New York's 403(b) plan: 12,450 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Research Foundation Of The City University Of New York

- **Sponsor EIN:** 131988190

- **Sponsor Address:** 230 WEST 41ST STREET,, NEW YORK, NY, 10036

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

- **Total Participants:** 12,450

- **Total Assets:** $929.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|12,450|$929.2M|$14.4M|$700,513|

| 2023|5,354|$659.1M|$12.4M|$743,034|

| 2022|5,316|$595.4M|$10.8M|$780,419|

## 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|

| TIAA|NONE|$242,877|—|$242,877|

| JULIAN OSORIO|EMPLOYEE|$113,590|—|$113,590|

| CAPTRUST|NONE|$35,750|—|$35,750|

| COHNREZNICK LLP|NONE|$30,450|—|$30,450|

| NIXON PEABODY|NONE|$30,205|—|$30,205|

| FARRAH DORSINVILLE|EMPLOYEE|$20,442|—|$20,442|

| DE ZHANG|EMPLOYEE|$15,185|—|$15,185|

### 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

- [CAPTRUST](https://planprovider.pro/provider/captrust) — NONE

- [COHNREZNICK LLP](https://planprovider.pro/provider/goldman-sachs) — NONE

- [NIXON PEABODY](https://planprovider.pro/provider/nixon-peabody-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $488,499

- **Estimated Expense Ratio:** 0.053% 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|$495,804|$35,750|$2,813|$30,450|—|

| 2023|$442,794|$65,028|$3,438|$14,280|—|

| 2022|$435,713|$41,391|—|—|$44,134|

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- [New York University](https://planprovider.pro/companies/new-york-university-403b-plan-001) — 10,895 participants

- [Cornell University](https://planprovider.pro/companies/cornell-university-403b-plan-001) — 15,104 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/research-foundation-of-cuny-403b-plan-001)

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