AUMdb

Gould Evans, Inc. Employee Stock Ownership Plan

Sponsored by Multistudio, Inc. · EIN 481010359 · Plan #002

Total assets
$9.3M
Net assets
$9.3M
Active participants
135
With balances
151

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
Cbiz Other services, Consulting fees $17,850
Pfg Investment management, Investment management fees (direct) $14,787
Greatbanc Named fiduciary, Consulting fees $14,700
Stern Brothers Valuation, Consulting fees $13,850