AUMdb

Richard L Waler Jr Cpa Pa Profit Sharing Plan And Trust

Sponsored by Waler & Waler Cpas Pa · EIN 592760678 · Plan #001 · St Augustine, FL

Total assets
—
Net assets
—
Active participants
3
With balances
4

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.