AUMdb

Food Bank For New York City 403(b) Retirement Plan

Sponsored by Food Bank For New York City · EIN 133179546 · Plan #002

Total assets
$15.1M
Net assets
$15.1M
Active participants
232
With balances
385

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $12,246
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0