Security Mutual Life Insurance Company Of New York Profit Sharing Plan
Sponsored by Security Mutual Life Insurance Company Of New York · EIN 150442730 · Plan #004
- Total assets
- $84.2M
- Net assets
- $84.2M
- Active participants
- 302
- With balances
- 398
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $76,854 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $37,752 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,820 |