AUMdb

Lewis Rice Kansas City Savings Plan

Sponsored by Brown, Koralchik & Fingersh, Lc · EIN 440529202 · Plan #003

Total assets
—
Net assets
—
Active participants
57
With balances
72

Plan year beginning 02/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account

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.