Scenic Hudson, Inc. 403(b) Plan
Sponsored by Scenic Hudson, Inc · EIN 132898799 · Plan #002
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 73
- With balances
- 140
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Advisors Asset Mgmt, In | Investment advisory (participants) | $24,736 |
| Tiaa | Investment advisory (participants) | $9,763 |