Upstate Veterinary Specialties 401(k) Plan
Sponsored by Upstate Veterinary Specialties, Pllc · EIN 030516276 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 185
- With balances
- 163
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 |
|---|---|---|
| Oakbourne Advisors | Other investment fees and expenses | $40,800 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $19,880 |