AUMdb

Odell Brewing Company Co Worker Stock Ownership Plan

Sponsored by Odell Brewing Company · EIN 841115018 · Plan #002

Total assets
$5.7M
Net assets
$1.5M
Active participants
100
With balances
131

Plan year beginning 01/01/2024 · Profit-sharing, 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
Greatbanc Trustee (discretionary), Direct payment from the plan $26,475
Prairie Capital Valuation, Direct payment from the plan $26,150
Plante & Moran Accounting, Direct payment from the plan $19,500
Principal Recordkeeping, Direct payment from the plan $8,190