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Original filing (PDF)20250415152142NAL0006081744001
RENSSELAER POLYTECHNIC INSTITUTE C/O CONTROLLERS OFFICE
Form 5500
FILING_RECEIVED
THE RENSSELAER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEE CONTRIBUTIONS
403(b) retirement plan
Active participants
1,836
Accounts w/ balance
4,168
Plan assets (EOY)
$58.0M
Net assets (EOY)
$58.0M
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 (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RENSSELAER POLYTECHNIC INSTITUTE C/O CONTROLLERS OFFICE.
Plan sponsor
Name
RENSSELAER POLYTECHNIC INSTITUTE C/O CONTROLLERS OFFICE
EIN
14-1340095
Address
110 EIGHTH STREET · TROY, NY · 121803590
Phone
(518) 276-6426
Industry
Educational Servicessee all
Plan administrator
Name
RETIREMENT COMMITTEE FOR RENSSELAER POLYTECHNIC INSTITUTE
EIN
14-1596468
City
TROY, NY
Phone
(518) 276-6303
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| TIAA - TEACHEDRS INSURANCE AND ANNU | 13-1624203 | — | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS - LLC | 27-6095734 | — | CONSULTANT | $22K | — |
Investments
1 pooled fund· $1.1M(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE SEPERATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 005 | Pooled Separate Account | $1.1M | 1.9% |