AUMdb

Syracuse Home Association Retirement Plan

Sponsored by Syracuse Home Association · EIN 150533582 · Plan #001

Total assets
$10.9M
Net assets
$10.9M
Active participants
128
With balances
138

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
Bonadio & Co Llp Recordkeeping, Consulting (pension), Direct payment from the plan $10,500
Lpl Financial Corporation Rpcp Recordkeeping, Consulting (pension), Direct payment from the plan $6,826
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $1,672