The Legal Services Nyc Tax Deferred Annuity Plan
Sponsored by Legal Services Nyc · EIN 132600199 · Plan #001
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 721
- With balances
- 1,075
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $105,366 |
| Empower Financial Services, Inc. | Securities brokerage, Shareholder servicing fees, Distribution (12b-1) fees | $275 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $40 |