AUMdb

Cohen, Seglias, Pallas, Greenhall & Furman, P. C. Profit Sharing 401(k) Plan

Sponsored by Cohen, Seglias, Pallas, Greenhall & Furman, P.C. · EIN 232639443 · Plan #001

Total assets
$42.4M
Net assets
$42.4M
Active participants
132
With balances
186

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
Lincoln National Corporation Accounting, Contract administrator $77,875
Mma Securities Consulting (general) $22,500