AUMdb

New York County Defender Services Profit Sharing Plan

Sponsored by New York County Defender Services · EIN 113361008 · Plan #001 · New York, NY

Total assets
$17.5M
Net assets
$17.5M
Active participants
117
With balances
173

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, 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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners, Llc Investment advisory (plan) $41,994
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $518