Iea, Inc. Employee Stock Ownership Plan
Sponsored by Iea, Inc. · EIN 273298430 · Plan #002
- Total assets
- $1.8M
- Net assets
- $1.8M
- Active participants
- 123
- With balances
- 150
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, Account maintenance fees | $11,655 |
| Top Flight Wealth | Investment management, Securities brokerage commissions | $10,272 |
| Katzen Marshall | Valuation, Direct payment from the plan | $6,000 |