AUMdb

Frank & Grossman Employee Stock Ownership Plan

Sponsored by Allan Frank And Myron Grossman Landscape Contractors, Inc. · EIN 942926128 · Plan #002

Total assets
$13.0M
Net assets
$12.8M
Active participants
226
With balances
407

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Charles Schwab Investment management, Securities brokerage commissions $6,883