AUMdb

Aarete Employee Stock Ownership Plan

Sponsored by Nerol, Inc. · EIN 824403675 · Plan #002

Total assets
$116M
Net assets
$55.0M
Active participants
244
With balances
252

Plan year beginning 01/01/2024 · Stock bonus

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.