Cerebral Palsy Of Westchester 403 B Plan
Sponsored by Cerebral Palsy Of Westchester · EIN 131690769 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 384
- With balances
- 281
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $15,303 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other fees | $9,117 |
| Ameriprise Financial Services Inc. | Other commissions, Other fees, Other services | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |