Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan
Sponsored by Kleinberg, Kaplan, Wolff & Cohen, P.C. · EIN 132832785 · Plan #001
- Total assets
- $122M
- Net assets
- $122M
- Active participants
- 98
- With balances
- 142
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, Consulting (pension), Legal | $1,128 |
| National Financial Services | Custodial (securities), Direct payment from the plan | $75 |