AUMdb

Reese Central Wholesale, Inc. Employee Stock Ownership Plan

Sponsored by Reese Central Wholesale, Inc. · EIN 350998000 · Plan #002

Total assets
$3.3M
Net assets
$3.3M
Active participants
106
With balances
114

Plan year beginning 01/01/2024 · Profit-sharing

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
Oneamerica Retirement Services Llc Recordkeeping fees, Direct payment from the plan $16,817
Gbq Goelzer Valuation Services Valuation, Direct payment from the plan $13,200
Forvis Mazars Accounting, Direct payment from the plan $6,667