AUMdb

Davis, Gregory, & Kyle, Inc. Employee Stock Ownership Plan

Sponsored by Davis, Gregory, & Kyle, Inc. · EIN 232071471 · Plan #003 · Factoryville, PA

Total assets
Net assets
Active participants
0
With balances
0

Plan year beginning 01/01/2025 · 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.

Filing history

Plan year Assets Participants Source
01/01/2025 0 ack 20250924150731NAL0017382514001
01/01/2024 15 ack 20250924115617NAL0017015394001