Sponsor portfolio
CORTLAND FINANCIAL SERVICES, INC.
EIN 04-3721091Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
4
640 GEORGE WASHINGTON HIGHWAY, BUILDING B, SUITE 203 - LINCOLN, RI 02865401-270-8253
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN | 401k | $1.8M | 4 | 2024 |
Retirement plans