AUMdb

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan

Sponsored by Marshall & Sterling Enterprises, Inc. · EIN 141769290 · Plan #003

Total assets
$234M
Net assets
$209M
Active participants
456
With balances
650

Plan year beginning 01/01/2024 · Profit-sharing, 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.