AUMdb

Greater Mental Health Of New York Profit Sharing Plan

Sponsored by Greater Mental Health Of New York, Inc. · EIN 131740002 · Plan #004

Total assets
$11.7M
Net assets
$11.7M
Active participants
294
With balances
453

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $28,973
Clarfeld Financial Advisors Investment advisory (plan), Direct payment from the plan $22,707