AUMdb

Siddons Martin Employee Stock Ownership Plan

Sponsored by Siddons Martin Holding, Inc. · EIN 844074651 · Plan #002

Total assets
$26.7M
Net assets
$20.4M
Active participants
577
With balances
610

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.