AUMdb

Ny Proton 401(k) Plan

Sponsored by The New York Proton Center · EIN 474495295 · Plan #001

Total assets
$8.5M
Net assets
$8.4M
Active participants
179
With balances
143

Plan year beginning 01/01/2024 · 401(k)

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $8,752