Western New York Public Broadcasting Association Retirement Plan
Sponsored by Western New York Public Broadcasting Association · EIN 160834459 · Plan #001
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 75
- With balances
- 207
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $30,765 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $8,567 |