AUMdb

Clinical Associates Of The Finger Lakes 401(k) Plan

Sponsored by Therapeutic Management Services, Inc. · EIN 465705688 · Plan #002

Total assets
$7.9M
Net assets
$7.9M
Active participants
111
With balances
121

Plan year beginning 07/01/2024 · 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
The Bonadio Group Other fees $10,450
Wellth Advisory Services Llc Other fees $0
Voya Retirement Insurance And Recordkeeping fees $0
Morningstar Investment advisory (plan) $0
Rimkus Marciano And Associates Inc Other services $0