The Retirement Plan Of Pathfinder Bank
Sponsored by Pathfinder Bank · EIN 150408130 · Plan #001
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 31
- With balances
- 0
Plan year beginning 10/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nottingham Advisors Inc. CRD 104928 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nottingham Advisors, Inc. | Investment management | $61,748 |
| Bpas Actuarial & Pension Services | Actuarial, Consulting fees, Consulting (pension) | $49,166 |
| Nottingham Trust | Custodial (securities), Trustee (institutional), Direct payment from the plan | $13,863 |