Ermco, Inc. Employee Stock Ownership Plan
Sponsored by Ermco, Inc. · EIN 351071084 · Plan #004
- Total assets
- $151M
- Net assets
- $147M
- Active participants
- 121
- With balances
- 146
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Llc CRD 307562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gbq | Valuation, Direct payment from the plan, Trustee (discretionary) | $61,082 |
| Principal Life Insurance | Plan administrator, Recordkeeping fees | $12,584 |
| Shepherd Financial | Investment management, Investment management fees (indirect) | $8,698 |