AUMdb

Barbara Rosen Keogh Plan Profit Sharing Plan

Sponsored by Barbara L. Rosen · EIN 112769722 · Plan #001

Total assets
Net assets
Active participants
3
With balances
3

Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, 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.