AUMdb

Gerard & Associates, Apc Profit Sharing Plan

Sponsored by Gerard & Associates, A Professional Corp · EIN 330728475 · Plan #001

Total assets
—
Net assets
—
Active participants
2
With balances
3

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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.