AUMdb

Citrin Cooperman Profit Sharing Plan Plan No. 1

Sponsored by Citrin Cooperman Advisors Llc · EIN 872525370 · Plan #002

Total assets
$11.6M
Net assets
$11.6M
Active participants
906
With balances
999

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account

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).

No Schedule C on file for this plan year.