Hargrove Holding Company, Inc. Teammate Stock Ownership Plan
Sponsored by Hargrove Holding Company, Inc. · EIN 881092407 · Plan #002
- Total assets
- $73.3M
- Net assets
- $73.3M
- Active participants
- 2,069
- With balances
- 2,704
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 |
|---|---|---|
| Principal | Plan administrator, Account maintenance fees, Other fees | $85,352 |
| Shareholder Strategies, Inc. | Valuation, Consulting fees, Other fees | $61,403 |
| Argent Trust | Trustee (individual), Trustee (discretionary), Trustee (directed) | $38,354 |
| Charles Schwab | Other services, Other fees | $24,277 |
| Harding Shymanski & Co | Accounting, Other fees | $16,360 |
| Employee Owned S Corporations Of Am | Other services, Direct payment from the plan | $10,000 |