Wraparound Services Of The Hudson Valley Defined Contribution Plan
Sponsored by Wraparound Services Of The Hudson Valley · EIN 141377518 · Plan #002
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 176
- With balances
- 206
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Focused Wealth Management, Inc. CRD 154828 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bpas, Inc. | Custodial (securities), Participant loan processing, Recordkeeping fees | $20,601 |
| Focused Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $14,090 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $3,866 |