AUMdb

Sftf Employee Stock Ownership Plan

Sponsored by Sftf Holdings, Inc. · EIN 205195936 · Plan #002

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2025 · Profit-sharing, 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
Windham Brannon Accounting $30,500
Transition Finance Strategies, Llc Recordkeeping fees $21,316
Greatbanc Investment advisory (plan) $12,500

Filing history

Plan year Assets Participants Source
01/01/2025 $0 0 ack 20251111102634NAL0006064753001
01/01/2024 $2.0M 54 ack 20250924140226NAL0017258402001