Plan Snapshot
- Plan Sponsor: The Research Foundation For The State University Of New York
- Sponsor EIN: 141368361
- Sponsor Address: PO BOX 9, ALBANY, NY, 12201
- Plan Type: DC
- Total Participants: 11,083
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 11,083 | $1.3B | $34.7M | $0 |
| 2023 | 9,758 | $1.2B | $32.1M | $0 |
| 2022 | 10,120 | $1.1B | $30.3M | $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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $731,845 | $234,232 | $2,283 | — | — |
| 2023 | $414,082 | $201,853 | — | — | — |
| 2022 | $510,238 | $298,334 | — | — | — |