Seneca Medical Employee Stock Ownership Plan And Trust
Sponsored by Seneca Medical Holdings, Inc. · EIN 810816640 · Plan #002 · Tiffin, OH
- Total assets
- $23.7M
- Net assets
- $21.0M
- Active participants
- 174
- With balances
- 525
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment management | $47,615 |
| Empire Valuation | Investment management | $14,400 |
| Cliftonlarsonallen Llp | Accounting | $6,318 |