AUMdb

The Frank Agency Employee Stock Ownership Plan

Sponsored by The Frank Agency · EIN 480919752 · Plan #005

Total assets
—
Net assets
—
Active participants
0
With balances
0

Plan year beginning 01/01/2025

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 20250826175536NAL0017566114001
01/01/2024 — 0 ack 20250826175402NAL0004586963001