AUMdb

Westerman Employee Stock Ownership Plan

Sponsored by Westerman Holdings, Llc · EIN 861609798 · Plan #001

Total assets
$3.9M
Net assets
$-38.3M
Active participants
288
With balances
285

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.