Retirement Plan For Employees Of Auxiliary Services, State University College At Oswego, Inc.
Sponsored by Auxiliary Services, State University College At Oswego, Inc. · EIN 150546396 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 44
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Manning & Napier Advisors, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $100,296 |
| Aetna Life Insurance Company | Custodial (securities), Insurance services, Investment management | $15,694 |
| Exeter Trust Company | Custodial (securities), Direct payment from the plan | $11,634 |