Plan Snapshot
- Plan Sponsor: Research Foundation Of Cuny
- Sponsor EIN: 131988190
- Sponsor Address: 230 WEST 41ST STREET, NEW YORK, NY, 10036
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 7,976
- Total Assets: $201.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 7,976 | $201.5M | $0 | $7.0M |
| 2022 | 7,955 | $179.6M | $0 | $6.8M |
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 | Recordkeeper | $95,924 | — | $95,924 |
| COHNREZNICK LLP | Investment Advisor | $41,754 | — | $41,754 |
| JULIAN OSORIO | Other Service Provider | $11,974 | — | $11,974 |
| FARRAH DORSINVILLE | Other Service Provider | $6,648 | — | $6,648 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- COHNREZNICK LLP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,300
- Estimated Expense Ratio: 0.078% 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 |
|---|---|---|---|---|---|
| 2023 | $152,066 | — | — | $41,754 | — |
| 2022 | $143,992 | $7,662 | — | — | $20,570 |