AUMdb

Palmer Donavin Employee Stock Ownership Plan

Sponsored by Palmer Donavin Holdings, Inc. · EIN 464454067 · Plan #003

Total assets
$115M
Net assets
$100M
Active participants
575
With balances
672

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.