Wilentz, Goldman, & Spitzer, P.A. Pension Plan
Sponsored by Wilentz, Goldman, & Spitzer, P.A. · EIN 222292919 · Plan #046
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 57
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First State Trust Company | Investment advisory (plan) | $54,736 |