AUMdb

Frederick Derr & Company, Inc. Employee Stock Ownership Plan

Sponsored by Frederick Derr & Company, Inc. · EIN 590915336 · Plan #002

Total assets
$12.4M
Net assets
$8.8M
Active participants
95
With balances
102

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.