AUMdb

Kellner Employee Stock Ownership Plan

Sponsored by M. J. Kellner Company · EIN 371256066 · Plan #002

Total assets
$29.1M
Net assets
$25.6M
Active participants
91
With balances
120

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.