Pindler & Pindler, Inc. Employees' Profit Sharing Plan
Sponsored by Pindler & Pindler, Inc. · EIN 951851466 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 122
- With balances
- 149
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co. | Custodial (securities), Investment management, Securities brokerage | $129,007 |