AUMdb

Wexco Incorporated Employee Stock Ownership Plan

Sponsored by Wexco Incorporated · EIN 232441123 · Plan #002

Total assets
$2.7M
Net assets
$2.7M
Active participants
0
With balances
398

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
Ti Trust Trustee (institutional) $47,500
Mckonly & Asbury Accounting $12,480
Ascensus Recordkeeping, Recordkeeping fees $9,244
Comstock Advisors Valuation $5,000