Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN | COLUMBIAN MUTUAL LIFE INSURANCE CO., NY | $81M | 57 |
| CFG SAVINGS & PROFIT SHARING PLAN | COLUMBIAN MUTUAL LIFE INSURANCE COMPANY, NY | $76M | 181 |
| ARMHR 401(K) RETIREMENT PLAN | ARMHR, LLC, NY | $46M | 2,246 |
| BYRNE DAIRY, INC. AND SONBYRNE SALES, INC. 401(K) PROFIT SHARING PLAN | BYRNE DAIRY, INC., NY | $38M | 1,869 |
| MYSTIC STAMP COMPANY INC. EMPLOYEE STOCK OWNERSHIP PLAN | MYSTIC STAMP COMPANY, INC., NY | $27M | 95 |
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