AUMdb

Mitchell Silberberg & Knupp Profit Sharing Plan

Sponsored by Mitchell Silberberg & Knupp Llp · EIN 951883538 · Plan #003

Total assets
$91.5M
Net assets
$91.5M
Active participants
191
With balances
195

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $7,947
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $1