Yeshiva University After Tax Annuity Plan
Sponsored by Yeshiva University · EIN 131624225 · Plan #005
- Total assets
- $96.0M
- Net assets
- $96.0M
- Active participants
- 68
- With balances
- 905
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Crowe Llp | Consulting (general) | $30,554 |
| Captrust | Consulting (general) | $3,867 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$290,751 |