AUMdb

Top Notch Employee Stock Ownership Plan

Sponsored by Top Notch Distributors, Inc. · EIN 930940340 · Plan #003

Total assets
$22.3M
Net assets
$22.3M
Active participants
254
With balances
305

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 Contract administrator, Direct payment from the plan $24,268
Ventura Esop Fiduciary Services Trustee (directed), Direct payment from the plan $22,510
Pendo Advisors Valuation, Direct payment from the plan $18,250