AUMdb

Jones Mcleod, Inc. Profit Sharing Plan

Sponsored by Jones Mcleod, Inc. · EIN 630435930 · Plan #002

Total assets
—
Net assets
—
Active participants
37
With balances
22

Plan year beginning 10/01/2024 · 401(k)

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.