AUMdb

Mitchell/Martin Inc. Employee Stock Ownership Plan

Sponsored by Mitchell/Martin Inc. · EIN 133591013 · Plan #002

Total assets
$30.5M
Net assets
$-1.7M
Active participants
444
With balances
738

Plan year beginning 01/01/2024

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.