VALICENTI ADVISORY SERVICES
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
4
Active participants
352
Total plan assets
$31.4M
Filings (rows)
4
Direct comp
$110K
Indirect comp
$0
SERVICES PROVIDED
Other3
Advisor / Consultant1
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CAF USA, INC. CAF USA, INC. 401(K) PROFIT SHARING PLAN | ELMIRA HEIGHTS, NY | Other INVESTMENT/FINANCIAL ADVI | 113 | $11.2M | $28K |
| CAF USA, INC. CAF USA, INC. 401(K) PROFIT SHARING PLAN | ELMIRA HEIGHTS, NY | Other INVESTMENT/FINANCIAL ADVI | 122 | $10.7M | $25K |
| CAF USA, INC. CAF USA, INC. 401(K) PROFIT SHARING PLAN | ELMIRA HEIGHTS, NY | Other INVESTMENT/FINANCIAL ADVI | 117 | $9.6M | $27K |
| ELMIRA SAVINGS BANK, FSB THE EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN OF THE ELMIRA SAVINGS BANK, FSB | DEWITT, NY | Advisor / Consultant ADVISOR | 0 | $0 | $31K |