First Rate Excavate Inc. Employee Stock Ownership Plan
Sponsored by First Rate Excavate, Inc. · EIN 460366927 · Plan #002
- Total assets
- $6.9M
- Net assets
- $3.6M
- Active participants
- 92
- With balances
- 120
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 |
|---|---|---|
| Eide Bailly Llp | Accounting | $27,878 |
| Transition Financial Strategies Llc | Contract administrator | $18,088 |
| First Premier Bank | Trustee (institutional) | $13,164 |
| Acclaro Valuation Advisors | Valuation | $13,000 |