AUMdb

The Boldt Group, Inc. Employee Stock Ownership Plan

Sponsored by The Boldt Group, Inc. · EIN 391481879 · Plan #002

Total assets
$116M
Net assets
$83.3M
Active participants
639
With balances
750

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.