AUMdb

Joseph, Greenwald & Laake, P.A. Retirement Plan

Sponsored by Joseph, Greenwald & Laake, P.A. · EIN 521404769 · Plan #004

Total assets
—
Net assets
—
Active participants
74
With balances
99

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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.