AUMdb

Clark Dietz, Inc. Employee Stock Ownership Plan

Sponsored by Clark Dietz, Inc. · EIN 371212051 · Plan #002

Total assets
$11.5M
Net assets
$11.5M
Active participants
193
With balances
175

Plan year beginning 01/01/2024 · Stock bonus, 401(m) arrangement

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.