AUMdb

Robert Neville & Associates, P.A. Profit Sharing Plan

Sponsored by Robert Neville & Associates, P.A. · EIN 760523002 · Plan #001

Total assets
—
Net assets
—
Active participants
12
With balances
19

Plan year beginning 01/01/2021 · 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.

Filing history

Plan year Assets Participants Source
01/01/2021 — 12 ack 20250728021312NAL0001421313001
01/01/2020 — 15 ack 20250728020849NAL0001576992001