AUMdb

C.E. Niehoff & Co. Employee Stock Ownership Plan

Sponsored by C.E. Niehoff & Co. · EIN 202346619 · Plan #003

Total assets
$82.7M
Net assets
$82.7M
Active participants
365
With balances
407

Plan year beginning 01/01/2024

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
Old National Wealth Management Trustee (institutional), Direct payment from the plan, Shareholder servicing fees $115,174
Sikich Cpa Llc Accounting, Consulting fees $20,000
Valuation Research Company Valuation, Direct payment from the plan $19,589
Newport Recordkeeping, Recordkeeping fees $17,365