AUMdb

Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan

Sponsored by Robert D. Gilmore & Associates, Inc. · EIN 231992323 · Plan #002

Total assets
$42.2M
Net assets
$36.7M
Active participants
162
With balances
266

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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.