The New York Academy Of Medicine Retirement Plan
Sponsored by The New York Academy Of Medicine · EIN 131656674 · Plan #001
- Total assets
- $43.6M
- Net assets
- $43.6M
- Active participants
- 59
- With balances
- 445
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 |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $22,075 |
| Pkf O'connor Davies, Llp | Accounting | $15,520 |
| Planpilot Llc | Consulting (general), Investment advisory (plan) | $9,825 |