Original filing (PDF)20251010092326NAL0012724256001

THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK

Name: THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK — THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK OPTIONAL RETIREMENT PLAN, Form 5500 (2024)
Creator: THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK

Form 5500

FILING_RECEIVED

THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK OPTIONAL RETIREMENT PLAN

403(b) retirement plan

Active participants

4,724

Accounts w/ balance

9,303

Plan assets (EOY)

$1.0B

Net assets (EOY)

$1.0B

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

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK.

Plan sponsor

Name

THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK

EIN

14-1368361all filings

Address

PO BOX 9 · ALBANY, NY · 12201

Phone

(518) 434-7101

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$189K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS, LLC	26-0058143	—	NONE	$118K	—
THE RSRCH FDN / ST. UNIV OF NY	14-1368361

Investments

1 pooled fund· $24.6M(2% of reported assets)

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.