AUMdb

Border States Industries, Inc. Employee Stock Ownership Plan

Sponsored by Border States Industries, Inc. · EIN 450275004 · Plan #002

Total assets
$1.3B
Net assets
$1.3B
Active participants
3,196
With balances
3,577

Plan year beginning 04/01/2024 · 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
Principal Financial Group Recordkeeping, Direct payment from the plan $141,526
Summit Fiduciary Group Trustee (directed), Direct payment from the plan $120,000
Grant Thornton Llp Audit Fee Accounting, Direct payment from the plan $21,500