Gurstel Law Firm P.C. 401(k) Profit Sharing Plan And Trust
Sponsored by Gurstel Law Firm P.C. · EIN 411846406 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 340
- With balances
- 299
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $63,983 |
| Ubs Financial Services Inc | Investment advisory (plan) | $20,285 |
| Eisneramper Llp | Accounting | $8,000 |