Ywca Retirement Fund, Inc.
Sponsored by Ywca Retirement Fund, Inc. · EIN 131624231 · Plan #001
- Total assets
- $407M
- Net assets
- $400M
- Active participants
- 4,607
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Investment Management, Llc CRD 104862 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ywca Retirement Fund Staff | Employee (plan sponsor) | $2,675,045 |
| Angelo, Gordon & Co. | Investment management fees (indirect) | $1,091,780 |
| Strategic Investment Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $1,030,244 |
| 55 Broadway Associates, Llc | Real estate brokerage | $641,364 |
| Procentia | Consulting (general) | $407,862 |
| Computer Design & Integration Llc | Recordkeeping | $377,815 |
| Oxford | Insurance services | $310,841 |
| Mcdermott, Will & Emery Llp | Legal | $283,595 |
| Jpmorgan Chase Bank | Custodial (securities), Trustee (institutional), Investment management fees (indirect) | $220,257 |
| Willis Of Ny | Insurance brokerage commissions | $219,167 |
| Mercer | Actuarial | $196,900 |
| Brainzhive Infotech Solutions Llp | Recordkeeping | $128,520 |
| Withum Smith Brown, Pc | Accounting | $122,247 |
| Trust Company Of The West | Accounting, Plan administrator, Investment management fees (direct) | $56,886 |
| Ellington Management Group, Llc | Investment management fees (direct) | $55,426 |
| Unum | Insurance services | $47,817 |
| Manhattan Digital Direct Marketing, | Copying and duplicating | $44,073 |
| Conrad New York Downtown | Other services | $40,967 |
| Blue Chip Staffing Llc | Recordkeeping | $39,298 |
| Guardian | Insurance services | $27,747 |
| Greycastle Security, Inc. | Other services | $26,376 |
| Paychex Of New York Llc | Accounting | $26,013 |
| Ringcentral Inc. | Recordkeeping | $22,405 |
| Emazzanti Technologies | Recordkeeping | $21,723 |
| Wells Fargo Bank | Custodial (other), Investment management, Other services | $19,241 |
| Wellington Management Company | Investment management fees (direct) | $18,241 |
| Salesforce | Recordkeeping | $16,034 |
| Metasource, Llc | Recordkeeping | $15,309 |
| Arkus, Inc. | Recordkeeping | $12,942 |
| Thomson Legal & Reg | Recordkeeping | $12,071 |
| Strac Inc | Recordkeeping | $12,000 |
| Crown Castle Fiber Llc | Other services | $11,414 |
| Docusign | Recordkeeping | $11,100 |
| Accountnet, Inc. | Recordkeeping | $10,625 |
| Duane Morris | Legal | $10,474 |
| Raygun | Other services | $7,800 |
| Verizon | Recordkeeping | $6,169 |
| Blackhawk Network Inc | Recordkeeping | $6,032 |
| State Street Global Advisors Trust | Custodial (other), Custodial (securities), Investment management fees (direct) | $5,604 |
| Adobe | Recordkeeping | $5,470 |
| Trakstar | Recordkeeping | $5,085 |