Cattaraugus Community Action , Inc. 403(b) Plan
Sponsored by Cattaraugus Community Action, Inc. · EIN 160910303 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 117
- With balances
- 132
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Lawley Retirement Advisors, Llc | Securities brokerage commissions | $11,083 |
| Benefit Plan Administrative Service | Consulting (pension) | $2,625 |
| Nationwide | Investment management fees (direct), Recordkeeping | $342 |