The Nassau Companies Of New York Savings And Investment Plan
Sponsored by The Nassau Financial Group · EIN 061599088 · Plan #003
- Total assets
- $229M
- Net assets
- $229M
- Active participants
- 554
- With balances
- 1,100
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Strategies Group, Llc CRD 140120 | fuzzy_auto · 94% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $109,552 |
| Capital Strategies Investment Group | Investment advisory (participants), Investment advisory (plan) | $65,000 |
| Cohnreznick, Llp | Accounting | $43,050 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,708 |