Central New York Cardiology, P.C. 401(k) Savings Plan
Sponsored by Central New York Cardiology, P.C. · EIN 161225773 · Plan #002
- Total assets
- $26.6M
- Net assets
- $26.6M
- Active participants
- 127
- With balances
- 174
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 |
|---|---|---|
| Strategic Financial Services, Inc. CRD 109677 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Financial Services | Investment advisory (plan) | $52,979 |
| Fidelity Investments Inst'l Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $29,497 |