Purshe Kaplan Sterling 401(k) Profit Sharing Plan
Sponsored by Binah Management Services · EIN 815017119 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 115
- With balances
- 141
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 |
|---|---|---|
| Cpi Qualified Plan Consultant, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $22,360 |