AUMdb

Pineapple Energy, Inc. Employee Stock Ownership Plan And Trust

Sponsored by Pineapple Energy, Inc · EIN 410957999 · Plan #003

Total assets
$32.8K
Net assets
$32.8K
Active participants
0
With balances
32

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
Milliman, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $43,124
Matrix Trust Company Custodial (securities), Trustee (directed), Direct payment from the plan $6,556