Original filing (PDF)20250725102322NAL0014374514001

CORTLAND FINANCIAL SERVICES, INC.

Name: CORTLAND FINANCIAL SERVICES, INC. — CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN, Form 5500 (2024)
Creator: CORTLAND FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORTLAND FINANCIAL SERVICES, INC..

Plan sponsor

Name

CORTLAND FINANCIAL SERVICES, INC.

EIN

04-3721091

Address

640 GEORGE WASHINGTON HIGHWAY · BUILDING B, SUITE 203 · LINCOLN, RI · 02865

Phone

(401) 270-8253

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CORSAIR CAPITAL MANAGEMENT, L.P.

CORSAIR CAPITAL MANAGEMENT, LLC SAVINGS AND RETIREMENT PLAN

$1.8M · 3 participants

SUMMIT INVESTMENT ADVISORS, LLC

SUMMIT INVESTMENT ADVISORS, INC. CASH BALANCE PENSION PLAN

$1.8M · 5 participants

BRENNAN WEALTH ADVISORS, LLC

BRENNAN WEALTH ADVISORS, LLC 401(K) PLAN

$1.8M · 6 participants

HEFNER FINANCIAL INC.

HEFNER FINANCIAL INC. 401(K) AND PROFIT SHARING PLAN

$1.8M · 6 participants

BIRKS FINANCIAL

BIRKS FINANCIAL 401(K) PLAN