Nassau Suffolk Services For The Autistic Inc. 403(b) Plan
Sponsored by Nassau Suffolk Services For The Autistic Inc. · EIN 112669753 · Plan #002
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 139
- With balances
- 144
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| B. Riley Wealth Advisors, Inc. CRD 115927 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping fees | $20,083 |
| Empower Advisory Group, Llc | Investment management | $18,133 |
| B Riley Wealth Advisors Inc | Investment advisory (plan) | $16,240 |
| Leafhouse Financial Advisors Llc | Investment advisory (plan) | $2,671 |
| United Benefit Pensions Inc. | Contract administrator | $975 |
| B Riley Wealth Management Inc | Other commissions | $0 |