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  2. Cortland Financial Services, Inc.

Filings through Oct 24, 2026.

Cortland Financial Services, Inc.

EIN 04-3721091-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.2M assets
Health & Benefits
0
Participants
4
640 GEORGE WASHINGTON HIGHWAY, BUILDING B, SUITE 203 - LINCOLN, RI 02865401-270-8253
Plans on this EIN
1 filing
#001401(k)-$2.2M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN

401(k)

Assets$2.2M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN401(k)$2.2M42025
  • CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN$2.2M
    #001 · 401(k) · 20254
Retirement plans
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