The Legal Aid Society Of Rochester, Inc. Retirement Plan
Sponsored by Legal Aid Society Of Rochester, Inc. · EIN 160743070 · Plan #002
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 119
- With balances
- 132
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Canandaigua National Bank And Trust | Investment advisory (plan) | $18,277 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $11,920 |
| Empower Advisory Group, Llc | Investment management | $2,500 |