The New York Community Trust Retirement Plan
Sponsored by Community Funds Inc. · EIN 136089923 · Plan #001
- Total assets
- $51.1M
- Net assets
- $51.1M
- Active participants
- 77
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| John W. Bristol & Co., Inc. CRD 105597 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John W. Bristol & Co. Inc. | Investment management, Investment management fees (direct) | $114,101 |
| Milliman, Inc. | Actuarial, Recordkeeping, Direct payment from the plan | $83,215 |
| Mg Trust Company Dba Matrix Trust | Trustee (institutional), Direct payment from the plan | $66,442 |
| Pkf O'connor Davies | Accounting, Direct payment from the plan | $16,075 |