AUMdb

Sharevest, Inc., 401(k) Profit Sharing Plan

Sponsored by Sharevest, Inc. · EIN 942433877 · Plan #002 · Burlingame, CA

Total assets
—
Net assets
—
Active participants
4
With balances
4

Plan year beginning 08/01/2024 · 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.