AUMdb

Finger Lakes Area Counseling And Recovery Agency 403(b) Plan

Sponsored by Finger Lakes Area Counseling And Recovery Agency · EIN 161013292 · Plan #003

Total assets
$4.8M
Net assets
$4.8M
Active participants
285
With balances
446

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Canandaigua National Bank And Trust Trustee (institutional) $40,627