Weston & Sampson, Inc. Employee Stock Ownership Plan
Sponsored by Weston & Sampson, Inc. · EIN 201998367 · Plan #002
- Total assets
- $52.8M
- Net assets
- $52.8M
- Active participants
- 727
- With balances
- 835
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 |
|---|---|---|
| Morgan Stanley | Investment management fees (direct), Other investment fees and expenses | $6,421 |