AUMdb

Mpb Employee Stock Ownership Plan

Sponsored by Matarozzi/Pelsinger Builders, Inc. · EIN 943290599 · Plan #002

Total assets
$5.8M
Net assets
$5.8M
Active participants
66
With balances
61

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
Prairie Capital Advisors, Inc. Valuation, Direct payment from the plan $20,169
Dale Stevens Esop Trustee Trustee (individual), Direct payment from the plan $12,000
Ascensus Custodial (securities), Investment management fees (direct) $8,640