AUMdb

Gwen Bertolami Lysons 401 K Profit Sharing Plan & Trust

Sponsored by Gwen Bertolami Lysons · EIN 262363239 · Plan #001 · Concord, CA

Total assets
—
Net assets
—
Active participants
13
With balances
7

Plan year beginning 01/01/2018 · 401(k)

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.