AUMdb

Harlan Heller, Ltd. Profit Sharing Plan

Sponsored by Heller, Holmes & Associates, P.C. · EIN 370969656 · Plan #002

Total assets
—
Net assets
—
Active participants
11
With balances
15

Plan year beginning 01/01/2024 · 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.