AUMdb

Dworken And Bernstein Co., Lpa 401 K Profit Sharing Plan

Sponsored by Dworken And Bernstein Co., Lpa · EIN 341082604 · Plan #001

Total assets
Net assets
Active participants
49
With balances
81

Plan year beginning 01/01/2024 · 401(k)

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
Nfp Retirement Inc Investment advisory (plan) $27,387
Great West Life And Annuity Company Recordkeeping fees $3,102
Omega Pensions Inc Contract administrator $3,000