March Westin Company, Inc. Employee Stock Ownership Plan
Sponsored by March Westin Company, Inc. · EIN 550642527 · Plan #003
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 85
- With balances
- 99
Plan year beginning 06/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| United Brokerage Services, Inc CRD 39062 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First United Bank & Trust | Investment management | $18,285 |
| United Brokerage Services | Investment management | $3,971 |