Security Mutual Life Insurance Company Of New York Career Agents' Profit Sharing Plan
Sponsored by Security Mutual Life Insurance Company Of New York · EIN 150442730 · Plan #002
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 118
- With balances
- 145
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $14,310 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $11,452 |