AUMdb

Worth & Company, Inc. Employee Stock Ownership Plan

Sponsored by Worth & Company, Inc. · EIN 232251312 · Plan #003

Total assets
$6.3M
Net assets
$-23.6M
Active participants
533
With balances
506

Plan year beginning 01/01/2024

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.