Dolan Concrete Construction Employee Stock Ownership Plan
Sponsored by Dolan Concrete Construction · EIN 941357622 · Plan #002
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 91
- With balances
- 122
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Menke & Associates, Inc. | Contract administrator | $11,776 |
| Morgan Stanley | Investment management | $9,646 |