Nylic Retirement Plan
Sponsored by New York Life Insurance Company · EIN 135582869 · Plan #005
- Total assets
- $3.1B
- Net assets
- $3.1B
- Active participants
- 12,447
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Apogem Capital Llc CRD 309234 | deterministic · 100% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Apogem Capital Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $3,242,185 |
| Alight Solutions Llc | Recordkeeping, Recordkeeping fees | $1,764,850 |
| Fidelity Institutional Asset Mgmt | Investment management, Direct payment from the plan, Investment management fees (direct) | $644,887 |
| New York Life Insurance Company | Contract administrator, Direct payment from the plan | $231,584 |
| Nepc, Llc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $90,356 |