Wilentz, Goldman, & Spitzer, P.A. 401(k) Plan
Sponsored by Wilentz, Goldman & Spitzer, P.A. · EIN 222292919 · Plan #001 · Woodbridge, NJ
- Total assets
- $93.7M
- Net assets
- $93.7M
- Active participants
- 226
- With balances
- 327
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (plan) | $65,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $33,736 |