AUMdb

Lerch Bates Inc. Employee Stock Ownership Plan And Trust

Sponsored by Lerch Bates Inc. · EIN 362285171 · Plan #002

Total assets
$61.3M
Net assets
$58.6M
Active participants
304
With balances
380

Plan year beginning 01/01/2024 · 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.