AUMdb

Profit Sharing Plan For Holly C. Roundtree Certified Public Accountant

Sponsored by Holly C. Roundtree Certified Public Accountant · EIN 752173478 · Plan #001 · Dallas, TX

Total assets
—
Net assets
—
Active participants
0
With balances
1

Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)

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.