AUMdb

C. Bonner Oates, D.D.S. Profit Sharing Plan And Trust

Sponsored by C. Bonner Oates, D.D.S. · EIN 850322392 · Plan #003

Total assets
Net assets
Active participants
1
With balances
16

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, 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.