Stern & Eisenberg, Pc 401(k) Profit Sharing Plan And Trust
Sponsored by Stern & Eisenberg, Pc · EIN 451578526 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 98
- With balances
- 98
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 |
|---|---|---|
| Cetera Advisors Llc C/O Retirement | Investment advisory (participants), Recordkeeping fees | $22,504 |
| Nationwide | Recordkeeping, Trustee (institutional), Trustee (directed) | $4,114 |
| Definiti, Llc | Other fees | $266 |