Pension Plan For Direct Labor Employees
Sponsored by New York City Chapter Of Nysarc · EIN 135596746 · Plan #003
- Total assets
- $50.3M
- Net assets
- $50.3M
- Active participants
- 519
- With balances
- 560
Plan year beginning 01/01/2024 · Profit-sharing, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Contract administrator, Recordkeeping | $36,284 |
| Pkf O'connor Davies Llp | Accounting | $16,500 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $14,672 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $10,968 |