Caruso McLean Investment Advisors

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

1,151

Total plan assets

$34.7M

Filings (rows)

Direct comp

$83K

Indirect comp

Showing only "CARUSO MCLEAN INVESTMENT ADVISORS"

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CARUSO MCLEAN INVESTMENT ADVISORS3 CARUSO MCLEAN INV ADV2

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The House of the Good Shepherd The House of the Good Shepherd 403(b) Thrift Plan · all filings	UTICA, NY	Advisor / Consultant	399	$13.3M	$31K	$0
The House of the Good Shepherd The House of the Good Shepherd 403(b) Thrift Plan · all filings	UTICA, NY	Advisor / Consultant	391	$11.7M	$26K	$0
The House of the Good Shepherd The House of the Good Shepherd 403(b) Thrift Plan · all filings	UTICA, NY	Advisor / Consultant	361	$9.8M	$25K	$0