AUMdb

Morrison Maierle, Inc. Employee Stock Ownership Plan

Sponsored by Morrison Maierle, Inc. · EIN 810217149 · Plan #003

Total assets
$77.1M
Net assets
$77.1M
Active participants
311
With balances
375

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
Greatbanc Trust Company Trustee (institutional), Direct payment from the plan $31,500