AUMdb

Luckett & Farley Employee Stock Ownership Plan And Trust Agreement

Sponsored by Luckett & Farley Holding Company · EIN 461647927 · Plan #002

Total assets
$10.1M
Net assets
$9.4M
Active participants
80
With balances
187

Plan year beginning 01/01/2024 · Stock bonus

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.