Klehr Harrison Harvey Branzburg Llp 401(k) Profit Sharing Plan
Sponsored by Klehr Harrison Harvey Branzburg Llp · EIN 231973697 · Plan #001
- Total assets
- $90.5M
- Net assets
- $90.5M
- Active participants
- 102
- With balances
- 124
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $68,701 |
| Ubs Financial Services Inc | Investment advisory (plan) | $57,489 |
| Baker Tilly Virchow Krause, Llp | Accounting | $18,750 |
| The Mandmarblestone Group Inc | Contract administrator, Legal | $3,496 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $0 |