The Innsbrook Corporation Employee Stock Ownership Plan
Sponsored by The Innsbrook Corporation · EIN 431214302 · Plan #002
- Total assets
- $14.2M
- Net assets
- $14.1M
- Active participants
- 94
- With balances
- 141
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Monetary Management Group Inc CRD 110284 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Menke & Associates, Inc. | Contract administrator | $19,292 |
| Monetary Management Group, Inc. | Investment management | $18,210 |
| Rubin Brown Llp | Accounting | $16,300 |
| Sansome Street Appraiser | Valuation | $8,000 |