U Haul Holding Company Employee Stock Ownership Plan
Sponsored by U Haul Holding Company · EIN 880106815 · Plan #003 · Phoenix, AZ
- Total assets
- $561M
- Net assets
- $561M
- Active participants
- 19,350
- With balances
- 26,224
Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account
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 |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $14,716 |