AUMdb

New York City Mission Society 403(b) Plan

Sponsored by New York City Mission Society · EIN 135562301 · Plan #002

Total assets
$4.8M
Net assets
$4.8M
Active participants
74
With balances
103

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Total participant-directed account, ERISA 404(c) participant-directed

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
Merrill Lynch Retirement & Benefit Investment advisory (plan), Direct payment from the plan $6,307
Ascensus Llc Participant loan processing, Other fees, Recordkeeping $3,720