Nina Hale Employee Stock Ownership Plan
Sponsored by Collective Measures, Inc. · EIN 208508247 · Plan #001
- Total assets
- $33.8M
- Net assets
- $33.8M
- Active participants
- 102
- With balances
- 142
Plan year beginning 01/01/2024 · Stock bonus, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Boulay Financial Advisors, Llc CRD 111334 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boulay Financial Advisors Llc | Investment advisory (plan), Direct payment from the plan | $8,000 |