AUMdb

Joseph R. Pozzuolo Associates, Pc Profit Sharing Plan

Sponsored by Joseph R. Pozzuolo Associates, Pc Dba Pozzuolo Rodden Pozzuolo, P.C. · EIN 231974144 · Plan #002

Total assets
—
Net assets
—
Active participants
4
With balances
10

Plan year beginning 10/01/2024 · Profit-sharing

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.