Form 5500 Search

DR ADVISORY

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
7
Active participants
1,846
Total plan assets
$208.0M
Filings (rows)
7
Direct comp
$113K
Indirect comp
$0
Aggregating 2 name variants under "DR ADVISORY"

SERVICES PROVIDED

Other7

Top plans served

All 7 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UTICA UNIVERSITY
UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
UTICA, NY
Other
NONE
1,079$148.0M$8K
BAST HATFIELD CONSTRUCTION, LLC
BAST HATFIELD CONSTRUCTION, LLC SAVINGS & RETIREMENT PLAN
CLIFTON PARK, NY
Other
NONE
150$26.4M$21K
BAST HATFIELD CONSTRUCTION, LLC
BAST HATFIELD CONSTRUCTION, LLC SAVINGS & RETIREMENT PLAN
CLIFTON PARK, NY
Other
NONE
152$21.7M$18K
CRISAFULLI BROS. PLUMBING & HEATING CONTRACTORS, INC.
CRISAFULLI BROS. PLUMBING & HEATING CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN.
ALBANY, NY
Other
NONE
184$6.9M$23K
CRISAFULLI BROS. PLUMBING & HEATING CONTRACTORS, INC.
CRISAFULLI BROS. PLUMBING & HEATING CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN.
ALBANY, NY
Other
NONE
120$5.0M$21K
VISITING NURSE SERVICE OF NORTHEASTERN NEW YORK
VISITING NURSE SERVICES OF SCHENECTADY AND SARATOGA COUNTY 403(B) PLAN
SCHENECTADY, NY
Other
NONE
5$12K$0
CRISAFULLI BROS. PLUMBING & HEATING CONTRACTORS, INC.
CRISAFULLI BROS. PLUMBING & HEATING CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN.
ALBANY, NY
Other
NONE
156$646$22K
DR ADVISORY — Form 5500 Service Provider Profile | Form 5500 Search