Offit Kurman, P.A. 401(k) Profit Sharing Plan
Sponsored by Offit Kurman, P.A. · EIN 521518021 · Plan #001
- Total assets
- $86.9M
- Net assets
- $86.9M
- Active participants
- 524
- With balances
- 674
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 |
|---|---|---|
| Juno Financial Group Llc CRD 336362 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Investment Services Llc | Investment advisory (plan) | $34,756 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $28,916 |
| Benefit Audit Group, Llc | Accounting | $10,400 |
| Juno Financial Group | Investment advisory (plan) | $5,486 |