403(b) Thrift Plan For University Settlement Society Of New York
Sponsored by University Settlement Society Of New York · EIN 135562374 · Plan #002
- Total assets
- $26.4M
- Net assets
- $26.4M
- Active participants
- 680
- With balances
- 661
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 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 | $36,826 |
| Mutual Of America Investment Corp | Account maintenance fees, Claims processing, Recordkeeping | $6,100 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |