AUMdb

Joseph L. Shepard Profit Sharing Plan

Sponsored by Joseph L. Shepard · EIN 621655112 · Plan #002

Total assets
—
Net assets
—
Active participants
1
With balances
2

Plan year beginning 01/01/2024 · Profit-sharing, Default investment account (QDIA), 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.