AUMdb

Profit Sharing Retirement Plan Of Stuart M. Perry, Inc.

Sponsored by Stuart M. Perry, Inc. · EIN 540541865 · Plan #002

Total assets
$4.3M
Net assets
$4.3M
Active participants
117
With balances
173

Plan year beginning 06/01/2024 · 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.