AUMdb

Custom Vault Corporation Employee Stock Ownership Plan

Sponsored by Custom Vault Corporation · EIN 061393463 · Plan #003

Total assets
$6.5M
Net assets
$6.5M
Active participants
1
With balances
335

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.