AUMdb

R. W. Dake & Co., Inc. Employee Stock Ownership Plan

Sponsored by R. W. Dake & Co., Inc. · EIN 160842044 · Plan #003

Total assets
—
Net assets
—
Active participants
90
With balances
92

Plan year beginning 01/01/2024 · Partial participant-directed account

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.