AUMdb

New York State Technology Enterprise Corporation 403 B Retirement Plan

Sponsored by New York State Technology Enterprise Corporation · EIN 161521105 · Plan #001

Total assets
$72.0M
Net assets
$72.0M
Active participants
381
With balances
487

Plan year beginning 01/01/2024 · Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Prime Capital Investment Advisors, Llc CRD 288712 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Prime Capital Invest. Adv. Investment advisory (plan) $187,073
Ascensus Llc Investment advisory (participants) $36,142
The Angell Pension Group, Inc. Contract administrator $5,200