Bbyo 403(b) Plan
Sponsored by Bnai Brith Youth Organization, Inc. · EIN 311794932 · Plan #002
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 184
- With balances
- 230
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mv Capital Management, Inc. CRD 139034 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Professional Capital Services Llc | Contract administrator, Recordkeeping, Consulting (general) | $37,353 |
| Mv Capital Management Inc. | Investment advisory (participants), Investment advisory (plan) | $28,443 |