Community Service Society Of New York 403(b) Plan
Sponsored by Community Service Society Of New York 403(b) Plan · EIN 135562202 · Plan #002
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 120
- With balances
- 163
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Advisors Asset Mgmt | Investment advisory (plan), Direct payment from the plan | $39,902 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $8,589 |
| Pentegra Services Inc. | Contract administrator, Direct payment from the plan, Other services | $3,220 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |