AUMdb

Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan

Sponsored by Marx/Okubo Associates, Ltd. · EIN 840887811 · Plan #002

Total assets
$25.1M
Net assets
$22.5M
Active participants
196
With balances
252

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.