AUMdb

New York Central Mutual Fire Insurance Company 401 K Retirement Savings Plan

Sponsored by New York Central Mutual Fire Insurance Co. · EIN 150398170 · Plan #002

Total assets
$82.5M
Net assets
$82.5M
Active participants
943
With balances
1,043

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $91,438
Northwestern Mutual Investment Serv Other services, Other commissions, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0