AUMdb

Strick Trailers Employee Stock Ownership Plan

Sponsored by Diamatrix, Inc · EIN 043473997 · Plan #015

Total assets
$10.2M
Net assets
$10.2M
Active participants
126
With balances
202

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
Joann Marino Trustee (directed) $40,000
Transition Financia Strategies, Llc Contract administrator $30,077
Prairie Capital Advisors, Inc. Valuation, Direct payment from the plan $18,650
Katz, Sapper & Miller Accounting, Direct payment from the plan $10,000