AUMdb

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan

Sponsored by Symmes Maini & Mckee Associates, Inc. · EIN 042745179 · Plan #003

Total assets
$17.1M
Net assets
$14.5M
Active participants
184
With balances
206

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.