Engeo Incorporated Employee Stock Ownership Plan
Sponsored by Engeo Incorporated · EIN 941748418 · Plan #003
- Total assets
- $75.3M
- Net assets
- $75.3M
- Active participants
- 205
- With balances
- 253
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment management | $45,504 |