Financial Statement Services, Inc. Employee Stock Ownership Plan And Trust
Sponsored by Financial Statement Services, Inc. · EIN 330032400 · Plan #002
- Total assets
- $21.9M
- Net assets
- $17.3M
- Active participants
- 227
- With balances
- 235
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 |
|---|---|---|
| Blue Ridge Associates | Plan administrator | $41,464 |
| Summit Fiduciary Group, Llc | Trustee (institutional) | $22,000 |
| Acuity Advisors | Consulting (general) | $18,375 |
| Ambrose Esop Advisors | Consulting (general) | $13,851 |
| Wright Ford Young & Co | Accounting | $13,500 |
| Gilligan Benefits Law | Legal | $1,482 |