Cole's Employee Stock Ownership Plan & Trust Agreement
Sponsored by Coles Salon, Inc. · EIN 411424867 · Plan #002
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 189
- With balances
- 217
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| John A. Knutson & Co., Pllp | Accounting | $14,000 |
| Alerus Investment Advisors, Inc. | Investment advisory (plan) | $9,021 |
| Value Consulting Group | Valuation | $9,000 |
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Direct payment from the plan | $5,890 |