AUMdb

Peter Basso Associates, Inc Employee Stock Ownership Plan

Sponsored by Peter Basso Associates, Inc · EIN 382924399 · Plan #002

Total assets
$19.6M
Net assets
$15.8M
Active participants
119
With balances
131

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.