Infusion Upstate Ny, Inc. 401(k) Plan
Sponsored by Infusion Upstate Ny, Inc. · EIN 161112200 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 200
- With balances
- 212
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 |
|---|---|---|
| Wny Asset Management, Llc CRD 153872 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wny Asset Management Llc | Investment advisory (plan), Other fees | $24,214 |