E Z Bel Employee Stock Ownership Plan
Sponsored by E Z Bel Holdings, Inc · EIN 741894400 · Plan #002
- Total assets
- $1.5M
- Net assets
- $1.5M
- Active participants
- 165
- With balances
- 204
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Transition Finance Strategies, Llc | Contract administrator | $19,588 |
| Isaacks & Associates | Trustee (institutional) | $13,200 |
| Vision Point Capital | Valuation | $11,000 |
| Sbng, Pc | Accounting | $7,500 |