Seltzer Caplan Mcmahon Vitek Incentive Plan
Sponsored by Seltzer Caplan Mcmahon Vitek, A Law Corporation · EIN 952665305 · Plan #001
- Total assets
- $37.1M
- Net assets
- $37.1M
- Active participants
- 69
- With balances
- 101
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 |
|---|---|---|
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $38,465 |
| Considine & Considine | Investment advisory (participants) | $18,000 |
| Corient | Investment advisory (participants) | $6,048 |
| Dowling & Yahnke | Investment advisory (participants) | $6,045 |