Levenfeld Pearlstein Member And Staff Retirement Plan
Sponsored by Levenfeld Pearlstein, Llc · EIN 364271298 · Plan #001
- Total assets
- $38.5M
- Net assets
- $38.5M
- Active participants
- 119
- With balances
- 134
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 |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Participant loan processing, Float revenue | $18,579 |