AUMdb

A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan

Sponsored by A.J. Kirkwood & Associates, Inc. · EIN 330707710 · Plan #003

Total assets
$23.9M
Net assets
$23.1M
Active participants
240
With balances
615

Plan year beginning 01/01/2024 · 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.