AUMdb

Simon P. Morris, D. D. S. 401(k) Profit Sharing Plan

Sponsored by Simon P. Morris, D.D.S., Inc. · EIN 811415643 · Plan #001

Total assets
—
Net assets
—
Active participants
0
With balances
0

Plan year beginning 01/01/2025 · 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.

Filing history

Plan year Assets Participants Source
01/01/2025 — 0 ack 20250922212405NAL0005635233001
01/01/2024 — 0 ack 20250228142140NAL0000645059001