AUMdb

New York Life Insurance Company Employee Progress Sharing Investment Plan

Sponsored by New York Life Insurance Company · EIN 135582869 · Plan #002

Total assets
$5.0B
Net assets
$5.0B
Active participants
12,706
With balances
19,038

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 $1,525,610