AUMdb

The Callan Company Inc Profit Sharing Plan

Sponsored by The Callan Company Inc · EIN 954426297 · Plan #001

Total assets
—
Net assets
—
Active participants
26
With balances
31

Plan year beginning 01/01/2024 · Profit-sharing, Age/service weighted or new comparability

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.