New Hope Community, Inc. Retirement Plan
Sponsored by New Hope Community, Inc. · EIN 222871755 · Plan #002 · Loch Sheldrake, NY
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 424
- With balances
- 636
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Investment management | $103,471 |
| Strategic Pension Services, Llc | Contract administrator | $0 |