AUMdb

Scott Miller Salon 401(k) Profit Sharing Plan & Trust

Sponsored by Scott Miller Salon · EIN 161237622 · Plan #001

Total assets
$5.0M
Net assets
$5.0M
Active participants
169
With balances
88

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Cn Wealth Management, Llc CRD 150469 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cnb Wealth Management Investment advisory (participants) $11,624