Plans listing this provider
24
0.04% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › NBT Bancorp NA
NBT Bancorp NA
- Service provider, as named on Schedule C
- EIN 161268674
- Plan year 2024
- Direct compensation reported $1,300,263
Assets of those plans
$586,815,670
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,300,263
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 21 | Trustee (bank, trust company or similar) | 22 |
| 27 | Investment advisory (plan) | 1 |
| 10 | Accounting (including auditing) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Slocum-dickson Medical Group, PLLC Retirement Plan | Slocum-dickson Medical Group | $87,148,608 | 581 | $301,408 |
| Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan | Northern Rivers Family Services | $61,121,751 | 2,209 | $209,344 |
| Bette & Cring, LLC Retirement Plan & Trust | Bette & Cring | $53,715,021 | 280 | $34,592 |
| The Matco Group, Inc. 401(k) Plan | Matco Group | $46,369,870 | 1,205 | $90,843 |
| First Bank and Trust Company Employee Stock Ownership and Savings Plan | First Bank and Trust | $44,073,002 | 488 | $20,646 |
| NYBDC DBA Pursuit Employees Salary Reduction 401(k) Plan | NY Business Development Corp DBA Pursuit | $39,598,154 | 210 | $34,300 |
| Bast Hatfield Construction, LLC Savings & Retirement Plan | Bast Hatfield Construction | $30,559,959 | 192 | $77,534 |
| Lee & Mason Financial Services, Inc. 401(k) Plan | Lee & Mason Financial Services | $28,903,277 | 191 | $10,957 |
| Innovation Associates 401(k) | Innovation Associates | $27,304,949 | 475 | $10,122 |
| DOC & NYS & W Railway 401(k) Savings Plan & Trust | Delaware Otsego | $23,033,331 | 145 | $4,035 |
| Meier Supply Co., Inc. 401(k) Profit Sharing Plan | Meier Supply | $21,840,909 | 261 | $50,340 |
| I3 Technology Group, LLC 401k Plan | I3 Technology Group | $18,391,839 | 307 | $21,282 |
| Davidson Group, Inc. 401(k) Plan | Davidson Chevrolet | $17,011,079 | 267 | $52,916 |
| Cleaner's Supply and Mity Forms Retirement Plan | Cleaner's Supply | $16,429,121 | 181 | $19,406 |
| Schenectady Family Health Services 401(k) Plan | Schenectady Family Health Services | $10,752,932 | 185 | $42,859 |
| Gehring Tricot Corp. 401(k) Retirement Savings Plan | Gehring Tricot | $10,609,990 | 156 | $43,924 |
| Integrated Community Alternatives Network, Inc. 401(k) Profit Sharing Plan & Trust | Integrated Community Alternatives Network | $9,473,860 | 289 | $65,128 |
| Upstate Companies I, LLC 401(k) Profit Sharing Plan and Trust | Upstate Companies I | $9,209,943 | 116 | $34,465 |
| Mirror Lake Inn 401(k) Profit Sharing Plan | Cottage | $7,742,208 | 131 | $44,652 |
| Square Deal Machining, Inc. 401(k) Plan | Square Deal Machining | $6,511,172 | 131 | $36,591 |
| BBLBC, LLC 401(k) Profit Sharing Plan | BBLBC | $5,022,753 | 133 | $17,886 |
| CMP AMS USA, Inc. 401(k) Plan | CMP AMS USA | $4,741,276 | 85 | $31,382 |
| CRM Rental Management, Inc. Profit Sharing and Employee Savings Plan | CRM Rental Management | $4,182,920 | 97 | $22,649 |
| Christopher Community, Inc 403(b) Plan | Christopher Community | $3,067,746 | 131 | $23,002 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.