Weinstein Properties Employees' 401(k) Plan
Sponsored by Weinstein Management Co. Inc. · EIN 540696440 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 652
- With balances
- 753
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 |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $73,753 |
| National Financial Services, Llc | Custodial (securities), Trustee (institutional), Direct payment from the plan | $10,092 |