Northeast Bronx Daycare, Inc Profit Sharing Plan
Sponsored by Northeast Bronx Daycare, Inc. · EIN 131993875 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 134
- With balances
- 182
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $39,674 |
| Security Administrators, Inc. | Contract administrator, Other services, Direct payment from the plan | $6,217 |
| Sbhu Life Agency, Inc. | Other services, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors, Llc | Investment advisory (plan), Other investment fees and expenses | $0 |