AUMdb

Canabal Cpa Retirement Plan

Sponsored by Ivan Canabal Cpa Csp · EIN 660634355 · Plan #001

Total assets
Net assets
Active participants
5
With balances
5

Plan year beginning 09/01/2024 · Profit-sharing, Covers self-employed individuals

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.

Filing history

Plan year Assets Participants Source
09/01/2024 5 ack 20251124133217NAL0000941091001
09/01/2021 4 ack 20250718105410NAL0001623041001