Unity House Of Cayuga County, Inc. 401(k) Profit Sharing Plan
Sponsored by Unity House Of Cayuga County, Inc. · EIN 161081372 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 233
- With balances
- 286
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $51,472 |
| Rbc Wealth Management | Investment advisory (plan) | $19,243 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $17,040 |