AUMdb

Imagine Early Learning Centers Employee Stock Ownership Plan

Sponsored by Imagine Elc Holdings, Lnc. · EIN 823583612 · Plan #003

Total assets
$3.5M
Net assets
$3.5M
Active participants
149
With balances
184

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).

Provider Services Direct comp
Grassi And Co Accounting, Direct payment from the plan $51,416
Newport Group, Inc. Plan administrator, Direct payment from the plan $10,810
Esop Fiduciaries, Inc. Trustee (discretionary), Shareholder servicing fees $9,000