# The Research Foundation Of State University Of New York 403(b) Plan
Source: https://planprovider.pro/companies/the-research-foundation-for-suny-403b-plan

> The Research Foundation Of State University Of New York's 403(b) plan: 4,724 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 141368361

- **Sponsor Address:** PO BOX 9, ALBANY, NY, 12201

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

- **Total Participants:** 4,724

- **Total Assets:** $1.0B

## 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|4,724|$1.0B|$0|$23.8M|

| 2023|4,290|$960.5M|$0|$21.6M|

| 2022|4,423|$878.3M|$0|$20.5M|

## 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|

| TIAA|NONE|$189,481|—|$189,481|

| CAPFINANCIAL PARTNERS, LLC|NONE|$117,811|—|$117,811|

| THE RSRCH FDN / ST. UNIV OF NY|NONE|$30,664|—|$30,664|

| GRANT THORNTON LLP|Auditor|—|—|$0|

### 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

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $337,956

- **Estimated Expense Ratio:** 0.033% 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|$337,956|$148,475|$940|—|—|

| 2023|$254,328|$100,338|—|—|—|

| 2022|$245,786|$93,470|—|—|—|

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

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