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Sponsor portfolioTH

NORTH DAKOTA STATE UNIVERSITY FOUNDATION

EIN 23-7120898-investment management-Latest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
90
PO BOX 5144 - FARGO, ND 581055144701-231-6800LinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filings
#001MoneyPurchase-$3.9M - 52 part#002403b-$1.5M - 38 part

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 90 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • FOUNDATION RETIREMENT PLAN (#001)72%
  • DEFERRED ANNUITY PLAN (#002)28%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION RETIREMENT PLAN (#001)52
  • DEFERRED ANNUITY PLAN (#002)38
Total 90Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NORTH DAKOTA STATE UNIVERSITY FOUNDATION RETIREMENT PLAN

MoneyPurchase

Assets$3.9M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NORTH DAKOTA STATE UNIVERSITY FOUNDATION TAX DEFERRED ANNUITY PLAN

403b

Assets$1.5M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NORTH DAKOTA STATE UNIVERSITY FOUNDATION RETIREMENT PLANMoneyPurchase$3.9M522024
002NORTH DAKOTA STATE UNIVERSITY FOUNDATION TAX DEFERRED ANNUITY PLAN403b$1.5M382024
Retirement plans
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