Tax Management Associates Employee Stock Ownership Plan
Sponsored by Tax Management Associates, Inc · EIN 561507131 · Plan #003
- Total assets
- —
- Net assets
- —
- Active participants
- 0
- With balances
- 0
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.
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | — | 0 | ack 20260119081120NAL0002823570001 |
| 01/01/2019 | $2.0M | 77 | ack 20260109143252NAL0013754336001 |