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"

View all 2 variants aggregated →

CARUSO MCLEAN INVESTMENT ADVISORS3 CARUSO MCLEAN INV ADV2

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plans

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	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	UTICA, NY	Advisor / Consultant