Postworks New York, Llc 401(k) Plan
Sponsored by Postworks New York, Llc · EIN 452848381 · Plan #001
- Total assets
- $17.4M
- Net assets
- $17.4M
- Active participants
- 109
- With balances
- 212
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $40,307 |
| Wipeli Llp | Accounting | $12,900 |
| Planned Retirement Consultants & Ad | Contract administrator | $11,176 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $0 |