Aei Consultants Employee Stock Ownership Plan
Sponsored by All Environmental, Inc. · EIN 680288965 · Plan #002
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 303
- With balances
- 435
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells, Fay CRD 326454 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo | Investment management, Direct payment from the plan | $14,996 |