Upstate Niagara Cooperative, Inc. Retirement Plan
Sponsored by Upstate Niagara Cooperative, Inc · EIN 160845625 · Plan #006
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 1,107
- With balances
- 1,342
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $69,888 |
| Prudential Insurance Co | Participant loan processing | $34,097 |
| Prudential Trust Co | Participant loan processing | $14,613 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |