AUMdb

Abrams Fensterman, Llp 401(k) Retirement Plan

Sponsored by Abrams Fensterman, Llp · EIN 113522661 · Plan #001

Total assets
$21.2M
Net assets
$21.2M
Active participants
295
With balances
257

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Jerome Krantz Investment advisory (plan), Direct payment from the plan $48,028
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $42,305
Pavol And Company Co. Accounting, Direct payment from the plan $25,999
Orenda Retirement Llc Contract administrator, Direct payment from the plan, Other services $12,993
Ub Pensions Contract administrator, Direct payment from the plan, Other fees $300
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0