AUMdb

Sternberg, Inc. 401(k) Profit Sharing Plan

Sponsored by Sternberg, Inc. · EIN 350911892 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
224
With balances
240

Plan year beginning 10/01/2024 · 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
Lpl Financial Recordkeeping, Trustee (institutional), Other services $29,358
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $25,958
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0