AUMdb

New York Foundation For Senior Citizens 401(k) Plan

Sponsored by New York Foundation For Senior C · EIN 132618568 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
121
With balances
126

Plan year beginning 01/01/2024 · 401(k)

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
Ubs Financial Services, Inc. Recordkeeping, Trustee (institutional), Other services $13,551
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $4,891