403(b) Thrift Plan Of United Cerebral Palsy Association Of Nassau County, Inc.
Sponsored by United Cerebral Palsy Association Of Nassau County, Inc. · EIN 111723782 · Plan #002
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 748
- With balances
- 1,101
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $88,961 |
| Wealth Enhancement Adv Services Llc | Investment advisory (plan), Investment management fees (direct) | $46,961 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan | $8,302 |