AUMdb

Cheetah Chassis Employee Stock Ownership Plan

Sponsored by Cheetah Chassis Corporation · EIN 233027736 · Plan #016

Total assets
$4.8M
Net assets
$4.7M
Active participants
141
With balances
220

Plan year beginning 01/01/2024

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
Michael Peterson Trustee (directed) $36,593
Transition Finance Strategies, Llc Contract administrator $36,345
Katz, Sapper & Miller Accounting, Direct payment from the plan $15,750
M&T Bank Account maintenance fees $3,465