AUMdb

Barry Isett & Associates Inc Employee Stock Ownership Plan

Sponsored by Barry Isett & Associates Inc · EIN 232489372 · Plan #002

Total assets
$6.4M
Net assets
$6.4M
Active participants
263
With balances
282

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.