403(b) Thrift Plan Of The Community Action Or
Sponsored by Community Action Organization Of Western New York, Inc · EIN 160911473 · Plan #002 · Buffalo, NY
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 407
- With balances
- 529
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| M2 B Retirement Consulting, Llc | $44,425 | |
| Lincoln National Corporation | Recordkeeping | $40,757 |
| Merrill Lynch | $2,388 | |
| Mutual Of America Insurance Company | Claims processing, Recordkeeping, Participant loan processing | $1,637 |