Bolton & Menk, Inc. Employee Stock Ownership Plan
Sponsored by Bolton & Menk, Inc. · EIN 410832249 · Plan #003
- Total assets
- $77.7M
- Net assets
- $77.7M
- Active participants
- 1,046
- With balances
- 1,065
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | fuzzy_auto · 95% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment management, Direct payment from the plan | $29,217 |
| Wealth Advisory Services | Investment management, Direct payment from the plan | $10,313 |
| Principal | Custodial (other), Direct payment from the plan | $10,000 |