Cny 401 K Plan
Sponsored by Cny Business Solutions · EIN 352597966 · Plan #001 · New York, NY
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 47
- With balances
- 87
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $45,049 |
| Kestra Advisory Services,Llc | Investment advisory (plan) | $20,000 |
| Grassi Advisor & Accountants | Accounting | $16,686 |
| Fjc & Associates,Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,037 |