AUMdb

Zimmerman Associates, Inc. Employee Stock Ownership Plan

Sponsored by Zimmerman Associates, Inc. · EIN 620995602 · Plan #004

Total assets
$23.6M
Net assets
$-686K
Active participants
286
With balances
559

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.