AUMdb

Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan

Sponsored by Sanborn, Head & Associates, Inc. · EIN 020463099 · Plan #002

Total assets
$3.1M
Net assets
$2.6M
Active participants
158
With balances
209

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.