Bernstein Shur Sawyer & Nelson P.A. 401(k) Plan
Sponsored by Bernstein Shur Sawyer & Nelson P.A. · EIN 010378211 · Plan #001
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 201
- With balances
- 289
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (participants), Investment advisory (plan) | $15,000 |
| Charles Schwab & Co., Inc. | Custodial (securities) | $447 |