Kessler Topaz Meltzer & Check, Llp 401(k) Profit Sharing Plan
Sponsored by Kessler, Topaz, Meltzer & Check, Llp · EIN 232977382 · Plan #002
- Total assets
- $58.4M
- Net assets
- $58.4M
- Active participants
- 187
- With balances
- 252
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 |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Advisors Asset Mgmt Llc | Investment advisory (plan) | $57,297 |
| John Hancock Life Insurance Company | Investment management fees (indirect), Sub-transfer agency fees, Float revenue | $46,283 |
| The Mandmarblestone Group Llc | Contract administrator | $31,600 |