University At Buffalo Surgeons, Inc. Retirement Plan
Sponsored by University At Buffalo Surgeons, Inc · EIN 800033443 · Plan #001
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 125
- With balances
- 147
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Trm Advisors Lp CRD 321278 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trg Advisors, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $50,564 |
| At Retirement Services | Plan administrator, Recordkeeping, Consulting (pension) | $45,330 |
| Americantcs Fiduciary Services, Llc | Direct payment from the plan, Sub-transfer agency fees, Trustee (discretionary) | $15,639 |