AUMdb

Raymond, Greer & Sassaman Profit Sharing Plan & Trust

Sponsored by Raymond Greer, A Professional Corporation · EIN 860735769 · Plan #001 · Scottsdale, AZ

Total assets
—
Net assets
—
Active participants
2
With balances
2

Plan year beginning 01/01/2024 · Profit-sharing, Covers self-employed individuals

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.