Daniel Stern Retirement Plan And Trust
Sponsored by Daniel Stern · EIN 902046948 · Plan #001 · Plandome, NY
- Total assets
- —
- Net assets
- —
- Active participants
- 5
- With balances
- 0
Plan year beginning 08/01/2024
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).
No Schedule C on file for this plan year.