Wise Consulting Associates, Inc. Employee Stock Ownership Plan
Sponsored by Wise Consulting Associates, Inc. · EIN 521974149 · Plan #002
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 1
- With balances
- 146
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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).
| Provider | Services | Direct comp |
|---|---|---|
| Smith Elliott Keams & Company, Llc | Accounting, Consulting fees | $15,000 |
| Barley And Snyder | Legal, Direct payment from the plan | $13,028 |
| Ventura | Trustee (directed), Direct payment from the plan | $7,500 |