AUMdb

Stoneage Employee Stock Ownership Plan

Sponsored by Stoneage Holdings, Inc. · EIN 921106022 · Plan #002

Total assets
$39.0M
Net assets
$14.7M
Active participants
133
With balances
159

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
Polsinelli Pc Legal, Other fees $30,823
Ventura Esop Fiduciary Services Llc Trustee (institutional), Other fees $26,578
Prairie Capital Valuation, Other fees $25,050
Bakertilly Accounting, Recordkeeping fees $17,000