Caruso McLean INV ADV

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

121

Total plan assets

$4.8M

Filings (rows)

Direct comp

$17K

Indirect comp

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CARUSO MCLEAN INVESTMENT ADVISORS3 CARUSO MCLEAN INV ADV2

SERVICES PROVIDED

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
E. John Gavras Center - UCPA of Cayuga Count E John Gavras Center UCPA of Cayuga County · all filings	AUBURN, NY	Other service providers	65	$2.5M	$8K	$0
E. John Gavras Center - UCPA of Cayuga County, Inc. E. John Gavras Center - UCPA of Cayuga County, Inc. Tax Deferred Annuity Plan · all filings	AUBURN, NY	Other service providers	56	$2.3M	$9K	$0