AUMdb

Shively Bros., Inc. Employee Stock Ownership Plan And Trust

Sponsored by Shively Bros., Inc. · EIN 381334301 · Plan #001

Total assets
$33.4M
Net assets
$33.4M
Active participants
218
With balances
336

Plan year beginning 01/01/2024 · 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.