Private Prep Nyc Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Private Prep Nyc Llc · EIN 270701108 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 101
- With balances
- 117
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Participant loan processing, Direct payment from the plan | $37,411 |
| Aurora Private Wealth Inc. | Investment advisory (plan), Other fees | $0 |
| Alera Investment Advisors, Llc | Investment advisory (plan), Other fees | $0 |