AUMdb

Jay Franco & Sons, Inc. Employee Stock Ownership Plan

Sponsored by Jay Franco & Sons, Inc. · EIN 132501133 · Plan #002

Total assets
$2.2M
Net assets
$2.2M
Active participants
85
With balances
216

Plan year beginning 01/01/2024 · Profit-sharing, 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).

Provider Services Direct comp
Aegis Fiduciary Services, Llc Trustee (institutional) $0