AUMdb

James L. Stan Attorney Cpa Money Purchase Plan And Trust

Sponsored by James L. Stan Attorney Cpa · EIN 351660941 · Plan #001 · Valparaiso, IN

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

Plan year beginning 01/01/2024 · Money purchase, Covers self-employed individuals

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.