AUMdb

Law Offices Of Pearlman, Brown & Wax, L.L.P. 401(k) Plan

Sponsored by Law Offices Of Pearlman, Brown & Wax, L.L.P. · EIN 954135006 · Plan #004

Total assets
$22.1M
Net assets
$22.1M
Active participants
105
With balances
143

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
3(38) Investment Fiduciaries Inc. CRD 298053 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Truog Ryding Inc Contract administrator, Direct payment from the plan, Other services $8,350
Principal Life Insurance Co Contract administrator, Participant loan processing, Direct payment from the plan $5,295
Kestra Investment Services Llc Other services, Other commissions, Other fees $0
Pension Assurance Llp Accounting, Other fees $0
3(38) Invstment Fiduciaries Investment advisory (plan), Other fees $0