Bolton And Company Employee Stock Ownership Plan
Sponsored by Bolton And Company · EIN 951047540 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Lucas Horsfall Murphy & Pindroh | Accounting | $44,000 |
| Penchecks | Distribution (12b-1) fees | $7,429 |
| Empire Valuation | Valuation | $6,180 |