S.M. Wilson & Co. Employee Stock Ownership Plan
Sponsored by S.M. Wilson & Co. · EIN 370699952 · Plan #003
- Total assets
- $31.7M
- Net assets
- $30.4M
- Active participants
- 99
- 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.