Worzalla, Inc. Employee Stock Ownership Plan
Sponsored by Worzalla, Inc. · EIN 390722190 · Plan #003
- Total assets
- $45.9M
- Net assets
- $45.9M
- Active participants
- 194
- With balances
- 631
Plan year beginning 04/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment management, Direct payment from the plan, Investment advisory (plan) | $116,429 |
| Grant Thornton | Accounting, Direct payment from the plan | $50,000 |
| Warner Norcross | Legal | $11,700 |
| Comstock Valuation Advisors | Accounting, Valuation | $5,000 |