AUMdb

Defined Benefit Plan Of Rochester Presbyterian Home

Sponsored by Rochester Presbyterian Home · EIN 160743142 · Plan #001

Total assets
$9.6M
Net assets
$9.6M
Active participants
106
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Manning & Napier Advisors, Llc CRD 105992 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Manning And Napier Advisors Inc Investment advisory (plan) $62,893
Exeter Trust Company Investment advisory (plan) $10,455