AUMdb

Paula Teacher & Associates Employee Stock Ownership Plan

Sponsored by Paula Teacher & Associates, Inc. · EIN 251662907 · Plan #002

Total assets
—
Net assets
—
Active participants
73
With balances
78

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).

Provider Services Direct comp
Lincoln Financial Advs Investment advisory (plan) $16,036