Greenberg Glusker Fields Claman & Machtinger, Llp Profit Sharing 401(k) Plan For Partners And Staff
Sponsored by Greenberg Glusker Fields Claman & Machtinger, Llp · EIN 952161045 · Plan #032
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 159
- With balances
- 224
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $40,412 |
| Kravitz Llc | Investment advisory (plan) | $4,330 |