AUMdb

Toltz King Duvall Anderson And Associates Incorpor Employee Stock Ownership Plan

Sponsored by Toltz King Duvall Anderson And Associates Incorporated · EIN 410579540 · Plan #002

Total assets
$54.1M
Net assets
$54.1M
Active participants
432
With balances
484

Plan year beginning 01/01/2024 · Stock bonus

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.