Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan
Sponsored by Stephens & Smith Construction Co., Inc. · EIN 470558429 · Plan #001
- Total assets
- $25.3M
- Net assets
- $25.3M
- Active participants
- 178
- With balances
- 231
Plan year beginning 07/01/2024
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 |
|---|---|---|
| First International Bank & Trust | Claims processing, Recordkeeping, Trustee (institutional) | $27,083 |
| Stern Brothers | Valuation | $13,750 |
| Buckley & Sitzman, Llp | Valuation | $9,750 |
| Union Bank & Trust Company | Claims processing, Recordkeeping, Trustee (institutional) | $8,887 |
| Greatbanc | Trustee (institutional), Trustee (directed), Investment management fees (direct) | $5,167 |