Greater Mental Health Of New York 403(b) Plan
Sponsored by Greater Mental Health Of New York, Inc. · EIN 131740002 · Plan #006
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 370
- With balances
- 244
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $31,673 |
| Clarfeld Financial Advisors | Investment advisory (plan), Direct payment from the plan | $23,296 |