Thalhimer, Inc. Employee Stock Ownership Plan And Trust
Sponsored by Thalhimer, Inc. · EIN 541178996 · Plan #004
- Total assets
- $60.1M
- Net assets
- $54.0M
- Active participants
- 314
- With balances
- 575
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Transitions Finance Strategies | Recordkeeping | $35,605 |
| Stout Risius Ross, Llc | Valuation | $33,142 |
| James F Joyner Iii | Trustee (individual) | $24,010 |
| Hantzmon Wiebel Llc | Accounting | $20,900 |