AUMdb

Efs Wealth Management Employee Stock Opwnership Plan

Sponsored by Efs Wealth Management Inc · EIN 810942868 · Plan #002 · Sioux City, IA

Total assets
Net assets
Active participants
6
With balances
6

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.