NBT Wealth Managament

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

Total plan assets

$95.5M

Filings (rows)

Direct comp

$24K

Indirect comp

Showing only "NBT WEALTH MANAGAMENT"

View all 2 variants aggregated →

NBT WEALTH MANAGEMENT5 NBT WEALTH MANAGAMENT2

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
Hinman, Howard & Kattell, LLP Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 2 · all filings	BINGHAMTON, NY	Other service providers	1	$50.3M	$10K	$0
Hinman, Howard & Kattell, LLP Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 2 · all filings	BINGHAMTON, NY	Other service providers	2	$45.2M	$14K	$0