Kreitler Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

98,440

Total plan assets

$24.7B

Filings (rows)

Direct comp

$1.5M

Indirect comp

SERVICES PROVIDED

Other service providers6

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
YALE University YALE University Retirement Account Plan · all filings	NEW HAVEN, CT	Other service providers	13,709	$8.3B	$476K	$0
YALE University YALE University Retirement Account Plan · all filings	NEW HAVEN, CT	Other service providers	13,006	$7.4B	$376K	$0
YALE University YALE University Retirement Account Plan · all filings	NEW HAVEN, CT	Other service providers	11,507	$6.4B	$364K	$0
YALE University YALE University Tax-Deferred 403(b) Savings Plan · all filings	NEW HAVEN, CT	Other service providers	20,372	$873.9M	$92K	$0
YALE University YALE University Tax-Deferred 403(b) Savings Plan · all filings	NEW HAVEN, CT	Other service providers	20,395	$840.1M	$94K	$0
YALE University YALE University Tax-Deferred 403(b) Savings Plan · all filings	NEW HAVEN, CT	Other service providers	19,451	$785.4M	$98K	$0