Westchester School For Special Children Age Based Profit Sharing Plan
Sponsored by Westchester School For Special Children · EIN 133176016 · Plan #002
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 143
- With balances
- 214
Plan year beginning 07/01/2020 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Td Ameritrade | Custodial (securities) | $38,625 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 07/01/2020 | $10.8M | 143 | ack 20251021084920NAL0001159283001 |
| 07/01/2019 | $7.2M | 107 | ack 20250717101404NAL0000032979002 |