AUMdb

James C Lisak, Md Profit Sharing Keogh Plan

Sponsored by James C Lisak, Md · EIN 042965446 · Plan #001 · North Dartmouth, MA

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

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Partial 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.