AUMdb

Proponent Employee Stock Ownership Plan

Sponsored by Proponent, Inc. · EIN 952770000 · Plan #002

Total assets
$543M
Net assets
$447M
Active participants
401
With balances
525

Plan year beginning 04/01/2024 · 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.