AUMdb

Brent Stephen Merritt, A Professional Corporation Profit Sharing Plan

Sponsored by Brent Stephen Merritt, A Professional Corporation · EIN 954001728 · Plan #004

Total assets
Net assets
Active participants
4
With balances
4

Plan year beginning 03/01/2024 · Age/service weighted or new comparability, Profit-sharing

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.