AUMdb

Smalley & Company Employee Stock Ownership Plan And Trust

Sponsored by Smalley & Company · EIN 840576872 · Plan #003

Total assets
$16.9M
Net assets
$16.6M
Active participants
0
With balances
211

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.