A Z Bus Sales, Inc. Employee Stock Ownership Plan
Sponsored by A Z Bus Sales, Inc. · EIN 330065644 · Plan #003
- Total assets
- $51.4M
- Net assets
- $44.3M
- Active participants
- 156
- With balances
- 256
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 |
|---|---|---|
| Transition Finance Strategies/Brea | Recordkeeping | $17,185 |
| Argent Trust Company | Trustee (institutional) | $14,943 |
| Morgan Stanely Smith/Barney | Trustee (institutional) | $8,099 |
| Prairie Capital Advisors | Valuation | $5,250 |