AUMdb

Community Financial System, Inc 401 K Employee Stock Ownership Plan

Sponsored by Community Financial System, Inc · EIN 161213679 · Plan #002

Total assets
$474M
Net assets
$474M
Active participants
2,662
With balances
3,479

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
Benefit Plans Admin Services, Inc. Recordkeeping, Custodial (securities), Trustee (institutional) $98,613