AUMdb

Needham Bank Employee Stock Ownership Plan

Sponsored by Needham Bank · EIN 843556185 · Plan #002

Total assets
$61.8M
Net assets
$15.7M
Active participants
285
With balances
287

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.