Original filing (PDF)20251014124149NAL0005871186001

RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK

Name: RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK — RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK TAX-DEFERRED ANNUITY (TDA) PLAN, Form 5500 (2024)
Creator: RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK

Form 5500

FILING_RECEIVED

RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK TAX-DEFERRED ANNUITY (TDA) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK.

Plan sponsor

Name

RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK

EIN

13-1988190

Address

230 WEST 41ST STREET · 7TH FLOOR · NEW YORK, NY · 10036

Phone

(212) 417-8601

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

COHNREZNICK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$94K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
COHNREZNICK LLP	22-1478099	—	NONE	$30K	—
CAPTRUST	26-0058143	—	NONE

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.