Transitional Services For New York, Inc. Defined Benefit Plan
Sponsored by Transitional Services For New York, Inc · EIN 237376074 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 266
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | Investment management, Sub-transfer agency fees, Investment management fees (direct) | $63,763 |