AUMdb

Assessments Of The Southwest, Inc. Profit Sharing Plan And Trust

Sponsored by Assessments Of The Southwest, Inc. · EIN 742146134 · Plan #001

Total assets
Net assets
Active participants
26
With balances
28

Plan year beginning 10/01/2024 · Profit-sharing

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).

No Schedule C on file for this plan year.