Mount Saint Mary College Defined Contribution Plan
Sponsored by Mount Saint Mary College · EIN 141468399 · Plan #001 · Newburgh, NY
- Total assets
- $96.2M
- Net assets
- $96.2M
- Active participants
- 336
- With balances
- 685
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Focused Wealth Management, Inc. CRD 154828 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Focused Wealth Management, Inc. | Investment advisory (plan), Direct payment from the plan | $43,848 |
| Tiaa | Plan administrator, Custodial (securities), Direct payment from the plan | $22,614 |
| Prager Metis | Accounting, Direct payment from the plan | $20,500 |