Frankfurt Kurnit Klein & Selz P.C. 401(k) Profit Sharing Plan For Shareholder Attorneys And Staff
Sponsored by Frankfurt Kurnit Klein & Selz, P.C. · EIN 133044357 · Plan #003
- Total assets
- $85.1M
- Net assets
- $85.1M
- Active participants
- 104
- With balances
- 129
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $74,730 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$25,197 |