Scott's Recreation Employee Stock Ownership Plan
Sponsored by Chambers Leasing · EIN 010351187 · Plan #002
- Total assets
- $39.4M
- Net assets
- $39.4M
- Active participants
- 159
- With balances
- 191
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisers, Inc. | Investment advisory (participants) | $12,624 |
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Shareholder servicing fees | $616 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $39.4M | 159 | ack 20251015170029NAL0005481137001 |
| 01/01/2021 | — | 81 | ack 20250122090243NAL0004831057001 |