Propeller, Inc. Employee Stock Ownership Plan
Sponsored by Propeller, Inc. · EIN 455286846 · Plan #002
- Total assets
- $8.3M
- Net assets
- $5.8M
- Active participants
- 122
- With balances
- 218
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 |
|---|---|---|
| Principal | Recordkeeping, Direct payment from the plan | $14,785 |
| Acclaro Valuation Advisors | Valuation, Direct payment from the plan | $13,500 |
| Jones And Roth Pc | Accounting, Direct payment from the plan | $13,300 |
| Prudent Fiduciary Serv Llc | Trustee (discretionary), Direct payment from the plan | $13,000 |