U. S. Engineering Company Holdings Employee Stock Ownership Plan & Trust
Sponsored by U.S. Engineering Company Holdings · EIN 460934113 · Plan #003
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 404
- With balances
- 433
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Counselors Inc CRD 106398 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Allen Gibbs & Houlik, Lc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $16,045 |
| Fci Advisors | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $5,623 |