AUMdb

Odin, Feldman & Pittleman, P.C. 401(k) Plan

Sponsored by Odin, Feldman & Pittleman, P.C. · EIN 540911409 · Plan #002

Total assets
$49.8M
Net assets
$49.8M
Active participants
86
With balances
142

Plan year beginning 06/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners Llc Investment advisory (plan) $25,000
Marcum Llp Other fees $19,760
Jpmorgan Invest Holdings Llc Recordkeeping fees $870