AUMdb

Fairway Independent Mortgage Corporation Employee Stock Ownership

Sponsored by Fairway Independent Mortgage Corporation · EIN 760503625 · Plan #002

Total assets
$123M
Net assets
$123M
Active participants
4,364
With balances
6,112

Plan year beginning 01/01/2024 · 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
Principal Recordkeeping, Recordkeeping fees $996,270
Prairie Capital Advisors Inc Valuation, Investment management fees (direct) $118,200
Levenfeld Pearlstein Llc Legal, Consulting fees $23,998
Richey May And Company Other services, Other fees $8,700