Yeshiva University High Schools Retirement Income Plan
Sponsored by Yeshiva University High Schools · EIN 200247649 · Plan #001
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 100
- With balances
- 106
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partner, Llc | Consulting (general) | $27,933 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $17,685 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,661 |