Sponsor portfolio
SENECA FINANCIAL ADVISORS LLC
EIN 26-2410135financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.8M assets
Welfare
0
Participants
26
500 LINDEN OAKS, STE 150 - ROCHESTER, NY 14625585-203-1211senecafinancialadvisors.comLinkedIn11-50 employeesfinancial services
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 | SENECA FINANCIAL ADVISORS LLC RETIREMENT TRUST | 401k | $3.8M | 26 | 2025 |
Retirement plans