AUMdb

Safe Harbor 401(k) Profit Sharing Plan For Employees Of Northern Manhattan Improvement Corporation

Sponsored by Northern Manhattan Improvement Corporation · EIN 132972415 · Plan #001

Total assets
$15.3M
Net assets
$15.3M
Active participants
135
With balances
245

Plan year beginning 01/01/2024 · 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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Usi Advisors Inc Investment advisory (plan) $23,343
Ellenoff Grossman & Schole Llp Contract administrator $8,529
Alliant Insurance Services Inc Contract administrator $5,515
Empower Advisory Group, Llc Investment management $98
Empower Life & Annuity Insurance Recordkeeping fees $0