Upstate Companies I, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Upstate Companies I, Llc · EIN 455454043 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 103
- With balances
- 116
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 |
|---|---|---|
| Nbt Bancorp Na | Trustee (institutional) | $34,465 |
| Direct Advisors, Llc | Investment advisory (plan), Investment management | $6,046 |
| Chemung Canal Trust Company | Contract administrator, Recordkeeping, Consulting (general) | $5,113 |
| Charles Schwab Trust Company | Shareholder servicing fees | $0 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $0 |