AUMdb

J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan

Sponsored by J.L. Rogers & Callcott Engineers, Inc. · EIN 570621794 · Plan #002

Total assets
—
Net assets
—
Active participants
46
With balances
98

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.

Filing history

Plan year Assets Participants Source
01/01/2024 — 46 ack 20250904133538NAL0016181937001
01/01/2021 — 36 ack 20250904132128NAL0016319633001