Kopka, Pinkus & Dolin Employee Savings & Retirement Plan
Sponsored by Kopka, Pinkus & Dolin, Pc · EIN 043597929 · Plan #001
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 233
- With balances
- 362
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $110,254 |
| Morgan Stanley Smith Barney Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |