Visiting Nurse Association Of Albany 403(b) Plan
Sponsored by Visiting Nurse Association Of Albany, Inc. · EIN 141340125 · Plan #002
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 106
- With balances
- 156
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).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $34,799 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $26,158 |
| Empower Advisory Group, Llc | Investment management | $2,106 |
| The Angell Pension Group, Inc. | Contract administrator | $0 |