The Children's Home Of Poughkeepsie 403(b) Plan
Sponsored by The Children's Home Of Poughkeepsie · EIN 141364662 · Plan #002
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 320
- With balances
- 298
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The David J. Yvars Group Inc. CRD 328901 | 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 |
|---|---|---|
| The David J Yvars Group | Investment advisory (plan) | $45,311 |
| Creative Pension Consultants, Inc | Contract administrator | $16,829 |
| Empower Advisory Group, Llc | Investment management | $2,833 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $0 |