Rensselaer Polytechnic Institute C/O Controllers Office 403(b) match, vesting and fees
What Rensselaer Polytechnic Institute C/O Controllers Office's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Rensselaer Polytechnic Institute C/O Controllers Office: employer contribution per participant | — | |
| Peer median | $2,130 |
| Rensselaer Polytechnic Institute C/O Controllers Office: average balance | $17,432 | |
| Peer median | $126,258 |
| Rensselaer Polytechnic Institute C/O Controllers Office: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $58M at the end of plan year 2023 to $73.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,345 | $73.7M | — | — | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 4,290 | $58M | — | — | 0.09% | Not published | Form 5500 ↗ |
Other Rensselaer Polytechnic Institute C/O Controllers Office plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer Contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Contributory Defined Benefit Retirement Plan at Rensselaer Polytechnic Institute
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Citibank, N.A. | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Rensselaer Polytechnic Institute C/O Controllers Office match 401(k) contributions?
The match terms for the The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Employee Contributions have not been published from its filing yet.
When is the Rensselaer Polytechnic Institute C/O Controllers Office 401(k) match vested?
The vesting schedule for the The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Employee Contributions is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rensselaer Polytechnic Institute C/O Controllers Office 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Retirement Committee for Rensselaer Polytechnic Institute.
I left Rensselaer Polytechnic Institute C/O Controllers Office. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Retirement Committee for Rensselaer Polytechnic Institute, (518) 276-6303) or the recordkeeper, Fidelity Investments Institutional. The Rensselaer Polytechnic Institute C/O Controllers Office old 401(k) page lists the contacts from every plan filing. Find an old Rensselaer Polytechnic Institute C/O Controllers Office 401(k)
Data from the public Form 5500 annual reports Rensselaer Polytechnic Institute C/O Controllers Office filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Rensselaer Polytechnic Institute C/O Controllers Office. Not financial advice. Report a correction · Methodology