AUMdb

Kaplan, Strangis & Kaplan, P.A. Profit Sharing Plan

Sponsored by Kaplan, Strangis & Kaplan, P.A. · EIN 411352003 · Plan #001

Total assets
—
Net assets
—
Active participants
16
With balances
25

Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account, Participant-directed brokerage accounts

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.