AUMdb

Emery Stephens Holding Profit Sharing Trust

Sponsored by Emery Stephens Holding Profit Sharing Trust · EIN 860366933 · Plan #001

Total assets
Net assets
Active participants
7
With balances
7

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.