AUMdb

Pro2 Serve Employee Stock Ownership Plan

Sponsored by Professional Project Services, Inc · EIN 621661329 · Plan #003

Total assets
$10.1M
Net assets
$8.8M
Active participants
298
With balances
566

Plan year beginning 01/01/2024 · Profit-sharing, 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.