Waterford 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

828

Total plan assets

$58.7M

Filings (rows)

Direct comp

$119K

Indirect comp

$15K

SERVICES PROVIDED

Advisor / Consultant3

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Tronconi Segarra & Associates LLP Tronconi Segarra & Associates LLP 401(k) Profit Sharing Plan · all filings	WILLIAMSVILLE, NY	Advisor / Consultant	130	$18.8M	$34K	$0
Tronconi Segarra & Associates LLP Tronconi Segarra & Associates LLP 401(k) Profit Sharing Plan · all filings	WILLIAMSVILLE, NY	Advisor / Consultant	145	$16.7M	$28K	$0
Tronconi Segarra & Associates LLP Tronconi Segarra & Associates LLP 401(k) Profit Sharing Plan · all filings	WILLIAMSVILLE, NY	Advisor / Consultant	116	$13.8M	$28K	$0
Kelton Enterprises, LLC Kelton Enterprises, LLC 401(k) Profit Sharing Plan · all filings	AMHERST, NY	Investment manager	225	$5.3M	$7K	$15K
Kelton Enterprises, LLC Kelton Enterprises, LLC 401(k) Profit Sharing Plan · all filings	GETZVILLE, NY	Investment manager	212	$4.2M	$21K	$0