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Company:
Stephens, Lynn, Klein, LaCava, Hoffman & Puya, P.A.
Plan:
Stephens, Lynn, Klein, LaCava, Hoffman & Puya 401k Profit Sharing Plan
 

Stephens, Lynn, Klein, LaCava, Hoffman & Puya, P.A.

Plan: Stephens, Lynn, Klein, LaCava, Hoffman & Puya 401k Profit Sharing Plan
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Retirement Plan Description

Stephens, Lynn, Klein, LaCava, Hoffman & Puya 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. Stephens, Lynn, Klein, LaCava, Hoffman & Puya 401k Profit Sharing Plan currently has over 100 active participants and over $8.0M in plan assets.

 

 Retirement Plan Details

Address 9130 South Dadeland Blvd.
Ph2
Miami, FL 33156 
Industry Offices of Lawyers
Administrator Jeanne Cravens
Net Plan Assets $7,980,000
Total Participants 120
Avg Account Balance $64,000

  Plan Service Providers

Insurance Carrier William Penn Life Insurance Co. of NY
Corporate Trustee Wilmington Trust Corp.
Recordkeeper Newport Group
Investment Adviser Morgan Stanley Smith Barney
Auditor Berkowitz Dick Pollack & Brant

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