AUMdb

Rock West Employee Stock Ownership Plan

Sponsored by Rock West Composites, Inc. · EIN 205954438 · Plan #002

Total assets
$8.5M
Net assets
$8.5M
Active participants
284
With balances
322

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Tucker Asset Management Llc CRD 174844 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tucker Asset Management Investment management, Investment management fees (indirect) $5,682