Civic Intelligence

WEALTHCFO, LLC

Plan context: ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN

EIN 16-1579300 • Pittsford, NY • 25 filings • 5 plans

Tobey Village Office Park120 Office Park WayPittsford, NY 14534
Current Snapshot

Latest Year

2025

2025 Participants

29

2025 Assets

$14,783,194

2025 Contributions

$535,425

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$14,783,194$7,391,597$0200320142025YearValue
$14,783,194Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

33170200120142025YearValue
29Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025229$14,783,194$535,425$18,463iApproximate average salary by contribution assumption: employee only about $461,573 at 4% or $307,716 at 6%; with 50% employer match about $307,716 at 4% or $205,144 at 6%; with 100% employer match about $230,787 at 4% or $153,858 at 6%.
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN-29$14,783,194$418,475$14,430iApproximate average salary by contribution assumption: employee only about $360,754 at 4% or $240,503 at 6%; with 50% employer match about $240,503 at 4% or $160,335 at 6%; with 100% employer match about $180,377 at 4% or $120,251 at 6%.
ALESCO ADVISORS, LLC 401(K) RETIREMENT PLAN-0$0$116,950-
2024131$13,150,812$511,087$16,487iApproximate average salary by contribution assumption: employee only about $412,167 at 4% or $274,778 at 6%; with 50% employer match about $274,778 at 4% or $183,185 at 6%; with 100% employer match about $206,083 at 4% or $137,389 at 6%.
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN-31$13,150,812$511,087$16,487iApproximate average salary by contribution assumption: employee only about $412,167 at 4% or $274,778 at 6%; with 50% employer match about $274,778 at 4% or $183,185 at 6%; with 100% employer match about $206,083 at 4% or $137,389 at 6%.
2023133$11,708,478$618,358$18,738iApproximate average salary by contribution assumption: employee only about $468,453 at 4% or $312,302 at 6%; with 50% employer match about $312,302 at 4% or $208,201 at 6%; with 100% employer match about $234,227 at 4% or $156,151 at 6%.
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN-33$11,708,478$618,358$18,738iApproximate average salary by contribution assumption: employee only about $468,453 at 4% or $312,302 at 6%; with 50% employer match about $312,302 at 4% or $208,201 at 6%; with 100% employer match about $234,227 at 4% or $156,151 at 6%.
2022133$9,757,070$487,978$14,787iApproximate average salary by contribution assumption: employee only about $369,680 at 4% or $246,454 at 6%; with 50% employer match about $246,454 at 4% or $164,302 at 6%; with 100% employer match about $184,840 at 4% or $123,227 at 6%.
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN-33$9,757,070$487,978$14,787iApproximate average salary by contribution assumption: employee only about $369,680 at 4% or $246,454 at 6%; with 50% employer match about $246,454 at 4% or $164,302 at 6%; with 100% employer match about $184,840 at 4% or $123,227 at 6%.
2021132$11,632,983$471,215$14,725iApproximate average salary by contribution assumption: employee only about $368,137 at 4% or $245,424 at 6%; with 50% employer match about $245,424 at 4% or $163,616 at 6%; with 100% employer match about $184,068 at 4% or $122,712 at 6%.
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN-32$11,632,983$471,215$14,725iApproximate average salary by contribution assumption: employee only about $368,137 at 4% or $245,424 at 6%; with 50% employer match about $245,424 at 4% or $163,616 at 6%; with 100% employer match about $184,068 at 4% or $122,712 at 6%.
2020129$9,059,838$406,493$14,017iApproximate average salary by contribution assumption: employee only about $350,425 at 4% or $233,617 at 6%; with 50% employer match about $233,617 at 4% or $155,744 at 6%; with 100% employer match about $175,213 at 4% or $116,808 at 6%.
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN-29$9,059,838$406,493$14,017iApproximate average salary by contribution assumption: employee only about $350,425 at 4% or $233,617 at 6%; with 50% employer match about $233,617 at 4% or $155,744 at 6%; with 100% employer match about $175,213 at 4% or $116,808 at 6%.
2019128$8,535,387$478,387$17,085iApproximate average salary by contribution assumption: employee only about $427,131 at 4% or $284,754 at 6%; with 50% employer match about $284,754 at 4% or $189,836 at 6%; with 100% employer match about $213,566 at 4% or $142,377 at 6%.
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN-28$8,535,387$478,387$17,085iApproximate average salary by contribution assumption: employee only about $427,131 at 4% or $284,754 at 6%; with 50% employer match about $284,754 at 4% or $189,836 at 6%; with 100% employer match about $213,566 at 4% or $142,377 at 6%.
2018127$6,544,502$813,308$30,123iApproximate average salary by contribution assumption: employee only about $753,063 at 4% or $502,042 at 6%; with 50% employer match about $502,042 at 4% or $334,695 at 6%; with 100% employer match about $376,531 at 4% or $251,021 at 6%.
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN-27$6,544,502$813,308$30,123iApproximate average salary by contribution assumption: employee only about $753,063 at 4% or $502,042 at 6%; with 50% employer match about $502,042 at 4% or $334,695 at 6%; with 100% employer match about $376,531 at 4% or $251,021 at 6%.
2017128$6,808,667$379,949$13,570iApproximate average salary by contribution assumption: employee only about $339,240 at 4% or $226,160 at 6%; with 50% employer match about $226,160 at 4% or $150,773 at 6%; with 100% employer match about $169,620 at 4% or $113,080 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-28$6,808,667$379,949$13,570iApproximate average salary by contribution assumption: employee only about $339,240 at 4% or $226,160 at 6%; with 50% employer match about $226,160 at 4% or $150,773 at 6%; with 100% employer match about $169,620 at 4% or $113,080 at 6%.
2016126$5,507,441$367,605$14,139iApproximate average salary by contribution assumption: employee only about $353,466 at 4% or $235,644 at 6%; with 50% employer match about $235,644 at 4% or $157,096 at 6%; with 100% employer match about $176,733 at 4% or $117,822 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-26$5,507,441$367,605$14,139iApproximate average salary by contribution assumption: employee only about $353,466 at 4% or $235,644 at 6%; with 50% employer match about $235,644 at 4% or $157,096 at 6%; with 100% employer match about $176,733 at 4% or $117,822 at 6%.
2015121$4,397,509$324,186$15,437iApproximate average salary by contribution assumption: employee only about $385,936 at 4% or $257,290 at 6%; with 50% employer match about $257,290 at 4% or $171,527 at 6%; with 100% employer match about $192,968 at 4% or $128,645 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-21$4,397,509$324,186$15,437iApproximate average salary by contribution assumption: employee only about $385,936 at 4% or $257,290 at 6%; with 50% employer match about $257,290 at 4% or $171,527 at 6%; with 100% employer match about $192,968 at 4% or $128,645 at 6%.
2014122$4,187,488$1,489,833$67,720iApproximate average salary by contribution assumption: employee only about $1,692,992 at 4% or $1,128,661 at 6%; with 50% employer match about $1,128,661 at 4% or $752,441 at 6%; with 100% employer match about $846,496 at 4% or $564,331 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-22$4,187,488$1,489,833$67,720iApproximate average salary by contribution assumption: employee only about $1,692,992 at 4% or $1,128,661 at 6%; with 50% employer match about $1,128,661 at 4% or $752,441 at 6%; with 100% employer match about $846,496 at 4% or $564,331 at 6%.
2013120$2,590,928$342,302$17,115iApproximate average salary by contribution assumption: employee only about $427,877 at 4% or $285,252 at 6%; with 50% employer match about $285,252 at 4% or $190,168 at 6%; with 100% employer match about $213,939 at 4% or $142,626 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-20$2,590,928$342,302$17,115iApproximate average salary by contribution assumption: employee only about $427,877 at 4% or $285,252 at 6%; with 50% employer match about $285,252 at 4% or $190,168 at 6%; with 100% employer match about $213,939 at 4% or $142,626 at 6%.
2012119$1,662,255$205,579$10,820iApproximate average salary by contribution assumption: employee only about $270,499 at 4% or $180,332 at 6%; with 50% employer match about $180,332 at 4% or $120,222 at 6%; with 100% employer match about $135,249 at 4% or $90,166 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-19$1,662,255$205,579$10,820iApproximate average salary by contribution assumption: employee only about $270,499 at 4% or $180,332 at 6%; with 50% employer match about $180,332 at 4% or $120,222 at 6%; with 100% employer match about $135,249 at 4% or $90,166 at 6%.
2011117$1,238,456$167,976$9,881iApproximate average salary by contribution assumption: employee only about $247,024 at 4% or $164,682 at 6%; with 50% employer match about $164,682 at 4% or $109,788 at 6%; with 100% employer match about $123,512 at 4% or $82,341 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-17$1,238,456$167,976$9,881iApproximate average salary by contribution assumption: employee only about $247,024 at 4% or $164,682 at 6%; with 50% employer match about $164,682 at 4% or $109,788 at 6%; with 100% employer match about $123,512 at 4% or $82,341 at 6%.
2010115$1,086,623$168,011$11,201iApproximate average salary by contribution assumption: employee only about $280,018 at 4% or $186,679 at 6%; with 50% employer match about $186,679 at 4% or $124,453 at 6%; with 100% employer match about $140,009 at 4% or $93,339 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-15$1,086,623$168,011$11,201iApproximate average salary by contribution assumption: employee only about $280,018 at 4% or $186,679 at 6%; with 50% employer match about $186,679 at 4% or $124,453 at 6%; with 100% employer match about $140,009 at 4% or $93,339 at 6%.
2009115$741,393$123,542$8,236iApproximate average salary by contribution assumption: employee only about $205,903 at 4% or $137,269 at 6%; with 50% employer match about $137,269 at 4% or $91,513 at 6%; with 100% employer match about $102,952 at 4% or $68,634 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-15$741,393$123,542$8,236iApproximate average salary by contribution assumption: employee only about $205,903 at 4% or $137,269 at 6%; with 50% employer match about $137,269 at 4% or $91,513 at 6%; with 100% employer match about $102,952 at 4% or $68,634 at 6%.
2008111$509,606$268,707$24,428iApproximate average salary by contribution assumption: employee only about $610,698 at 4% or $407,132 at 6%; with 50% employer match about $407,132 at 4% or $271,421 at 6%; with 100% employer match about $305,349 at 4% or $203,566 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-11$509,606$268,707$24,428iApproximate average salary by contribution assumption: employee only about $610,698 at 4% or $407,132 at 6%; with 50% employer match about $407,132 at 4% or $271,421 at 6%; with 100% employer match about $305,349 at 4% or $203,566 at 6%.
2007112$487,317$118,834$9,903iApproximate average salary by contribution assumption: employee only about $247,571 at 4% or $165,047 at 6%; with 50% employer match about $165,047 at 4% or $110,031 at 6%; with 100% employer match about $123,785 at 4% or $82,524 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-12$487,317$118,834$9,903iApproximate average salary by contribution assumption: employee only about $247,571 at 4% or $165,047 at 6%; with 50% employer match about $165,047 at 4% or $110,031 at 6%; with 100% employer match about $123,785 at 4% or $82,524 at 6%.
2006111$382,516$89,918$8,174iApproximate average salary by contribution assumption: employee only about $204,359 at 4% or $136,239 at 6%; with 50% employer match about $136,239 at 4% or $90,826 at 6%; with 100% employer match about $102,180 at 4% or $68,120 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-11$382,516$89,918$8,174iApproximate average salary by contribution assumption: employee only about $204,359 at 4% or $136,239 at 6%; with 50% employer match about $136,239 at 4% or $90,826 at 6%; with 100% employer match about $102,180 at 4% or $68,120 at 6%.
2005111$243,525$145,166$13,197iApproximate average salary by contribution assumption: employee only about $329,923 at 4% or $219,948 at 6%; with 50% employer match about $219,948 at 4% or $146,632 at 6%; with 100% employer match about $164,961 at 4% or $109,974 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-11$243,525$145,166$13,197iApproximate average salary by contribution assumption: employee only about $329,923 at 4% or $219,948 at 6%; with 50% employer match about $219,948 at 4% or $146,632 at 6%; with 100% employer match about $164,961 at 4% or $109,974 at 6%.
2004110$83,622$30,039$3,004iApproximate average salary by contribution assumption: employee only about $75,098 at 4% or $50,065 at 6%; with 50% employer match about $50,065 at 4% or $33,377 at 6%; with 100% employer match about $37,549 at 4% or $25,033 at 6%.
ALESCO ADVISORS LLC 401K RETIREMENT PLAN-10$83,622$30,039$3,004iApproximate average salary by contribution assumption: employee only about $75,098 at 4% or $50,065 at 6%; with 50% employer match about $50,065 at 4% or $33,377 at 6%; with 100% employer match about $37,549 at 4% or $25,033 at 6%.
200316$44,344$19,254$3,209iApproximate average salary by contribution assumption: employee only about $80,225 at 4% or $53,483 at 6%; with 50% employer match about $53,483 at 4% or $35,656 at 6%; with 100% employer match about $40,113 at 4% or $26,742 at 6%.
ALESCO ADVISORS LLC 401K PLAN-6$44,344$19,254$3,209iApproximate average salary by contribution assumption: employee only about $80,225 at 4% or $53,483 at 6%; with 50% employer match about $53,483 at 4% or $35,656 at 6%; with 100% employer match about $40,113 at 4% or $26,742 at 6%.
200115$0$0-
WEALTHCFO 401K RETIREMENT PLAN-5---