AUMdb

Smith Seckman Reid, Inc. Employee Stock Ownership Plan

Sponsored by Smith Seckman Reid, Inc. · EIN 620791037 · Plan #002

Total assets
$116M
Net assets
$114M
Active participants
550
With balances
594

Plan year beginning 02/01/2024 · 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.