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  2. North Dakota State University Foundation
  • Retirement analytics
  • Plan summaries
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Filings through Oct 24, 2026.

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North Dakota State University Foundation

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

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 90 participants

Assets by plan

Share of aggregate retirement assets

  • FOUNDATION RETIREMENT PLAN (#001)$3.9M
  • DEFERRED ANNUITY PLAN (#002)$1.5M
Total $5.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • FOUNDATION RETIREMENT PLAN (#001)52
  • DEFERRED ANNUITY PLAN (#002)38
Total 90Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

NORTH DAKOTA STATE UNIVERSITY FOUNDATION RETIREMENT PLAN

Money purchase

Assets$3.9M
Participants52
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

NORTH DAKOTA STATE UNIVERSITY FOUNDATION TAX DEFERRED ANNUITY PLAN

403(b)

Assets$1.5M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NORTH DAKOTA STATE UNIVERSITY FOUNDATION RETIREMENT PLANMoney purchase$3.9M522024
#002NORTH DAKOTA STATE UNIVERSITY FOUNDATION TAX DEFERRED ANNUITY PLAN403(b)$1.5M382024
  • NORTH DAKOTA STATE UNIVERSITY FOUNDATION RETIREMENT PLAN$3.9M
    #001 · Money purchase · 202452
  • NORTH DAKOTA STATE UNIVERSITY FOUNDATION TAX DEFERRED ANNUITY PLAN$1.5M
    #002 · 403(b) · 202438
Retirement plans

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  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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