AUMdb

Kunzler & Company, Inc. Profit Sharing Plan

Sponsored by Kunzler & Company, Inc. · EIN 230780130 · Plan #001

Total assets
$14.6M
Net assets
$14.6M
Active participants
0
With balances
271

Plan year beginning 01/01/2024 · 401(k)

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
Fulton Bank, N.A. Recordkeeping, Consulting (general), Custodial (securities) $150,343