AUMdb

James R Swab, Cpa Keogh Plan

Sponsored by James R Swab · EIN 521329777 · Plan #007 · Silver Spring, MD

Total assets
—
Net assets
—
Active participants
1
With balances
2

Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account, Covers self-employed individuals

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.