AUMdb

Employee Stock Ownership Plan For Employees Of David Volkert And Associates, Inc. And Subsidiaries

Sponsored by David Volkert & Associates, Inc. · EIN 630703075 · Plan #001

Total assets
$182M
Net assets
$182M
Active participants
946
With balances
1,027

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.