The Caring Coalition Of Central New York Tax Deferred Annuity Plan
Sponsored by The Caring Coalition Of Central New York · EIN 161047041 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 120
- With balances
- 154
Plan year beginning 06/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $30,960 |
| Capital Group Retirement Plan Servc | Recordkeeping fees | $19,282 |
| Bpas | Contract administrator | $1,185 |