AUMdb

Backlund Investment Co. Employee Stock Ownership Plan And Trust

Sponsored by Backlund Investment Co · EIN 370898008 · Plan #004

Total assets
$23.0M
Net assets
$23.0M
Active participants
151
With balances
213

Plan year beginning 01/01/2024 · Profit-sharing

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).

Provider Services Direct comp
Epic Retirement Plan Services Recordkeeping $13,684