AUMdb

New York Life Insurance Company Agents Progress Sharing Investment Plan

Sponsored by New York Life Insurance Company · EIN 135582869 · Plan #006

Total assets
$1.2B
Net assets
$1.2B
Active participants
11,418
With balances
11,245

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
Alight Financial Advisors, Llc CRD 158744 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alight Financial Advisors Investment advisory (participants), Direct payment from the plan $405,055