Ennis Electric Company, Inc. Employee Stock Ownership Plan And Trust
Sponsored by Ennis Electric Company Inc · EIN 540969294 · Plan #002
- Total assets
- $18.9M
- Net assets
- $15.7M
- Active participants
- 95
- With balances
- 108
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $38,692 |
| Osaic Wealth Inc | Other services, Other fees, Investment advisory (plan) | $10,448 |