University At Buffalo Neurosurgery, 401(k) Retirement Plan
Sponsored by University At Buffalo Neurosurgery, Inc. · EIN 030445678 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 332
- With balances
- 373
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $10,400 |
| Chiampou Travis Besaw & Kershner Ll | Accounting | $7,106 |
| Attn Finance Dept | Investment advisory (plan) | $7,030 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $6,216 |