AUMdb

Branchpattern, Inc. Employee Stock Ownership Plan

Sponsored by Branchpattern · EIN 470751360 · Plan #003

Total assets
$9.5M
Net assets
$9.5M
Active participants
111
With balances
135

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
Union Bank & Trust Company Claims processing, Recordkeeping, Trustee (institutional) $420