AUMdb

Bane Welker Employee Stock Ownership Plan

Sponsored by Bane Welker, Inc. · EIN 351182790 · Plan #001

Total assets
$14.5M
Net assets
$13.7M
Active participants
362
With balances
518

Plan year beginning 01/01/2024 · Stock bonus

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.