The New York Historical Society Defined Contribution Plan
Sponsored by The New York Historical Society · EIN 131624124 · Plan #001
- Total assets
- $35.8M
- Net assets
- $35.8M
- Active participants
- 217
- With balances
- 483
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $31,328 |
| Capfinancial Partners. Llc | Investment advisory (plan), Direct payment from the plan | $18,448 |