AUMdb

David Allen Company, Inc. Employee Stock Ownership Plan

Sponsored by David Allen Company, Inc. · EIN 560889788 · Plan #002

Total assets
$11.7M
Net assets
$9.5M
Active participants
190
With balances
262

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.