Levenfeld Pearlstein, Llc Cash Balance Plan
Sponsored by Levenfeld Pearlstein, Llc · EIN 364271298 · Plan #003
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 111
- With balances
- 0
Plan year beginning 01/01/2024
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).
| Provider | Services | Direct comp |
|---|---|---|
| Bernstein | Investment management | $57,587 |