AUMdb

Chas Schwab & Co. Keogh Plan & Custodial Acct Profit Sharing

Sponsored by David Turch & Associates · EIN 540909352 · Plan #003 · Washington, DC

Total assets
Net assets
Active participants
5
With balances
5

Plan year beginning 01/01/2024 · 401(k)

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.