AUMdb

The Bronx Defenders 403(b) Plan

Sponsored by The Bronx Defenders · EIN 133931074 · Plan #001

Total assets
$25.6M
Net assets
$25.6M
Active participants
440
With balances
828

Plan year beginning 01/01/2024 · 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
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 Advisory Group, Llc Investment management $14,422
Empower Life & Annuity Insurance Recordkeeping fees $5,907
Morningstar Inc. Dba Morningstar As Other fees $4,670
Morgan Stanley Smith Barney Other commissions $0
American Pension Llc Contract administrator $0
Morgan Stanlet Insurance Services I Other commissions $0