Section 403(b) Retirement Plan For Big Brothers Big Sisters Of New York City
Sponsored by Big Brothers Big Sisters Of New York City · EIN 135600383 · Plan #002
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 140
- With balances
- 140
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aps Pentegra | Plan administrator, Recordkeeping, Consulting (pension) | $6,274 |
| Iron Co Fid Index Comprehensive | Investment advisory (plan) | $3,122 |
| Nationwide | Recordkeeping, Custodial (securities), Insurance services | $2,182 |
| Lpl Financial Llc | Insurance agents and brokers, Investment advisory (participants), Investment advisory (plan) | $0 |