AUMdb

Daniel T Williams Money Purchase Plan

Sponsored by Daniel T Williams · EIN 112337879 · Plan #004 · Lake Success, NY

Total assets
Net assets
Active participants
2
With balances
2

Plan year beginning 01/01/2024 · Money purchase

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.