Olean Medical Practice Pllc Retirement Plan
Sponsored by Olean Medical Practice Pllc · EIN 881324896 · Plan #002
- Total assets
- $33.7M
- Net assets
- $33.7M
- Active participants
- 168
- With balances
- 223
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees, Other fees | $102,946 |
| Freed Maxick Cpa | Other fees | $12,000 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $8,755 |
| Phillips Lytle Llp | Other fees | $7,280 |