Ewing Foley, Inc. Employee Stock Ownership Plan
Sponsored by Ewing Foley, Inc. · EIN 941535556 · Plan #002
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 99
- With balances
- 142
Plan year beginning 07/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisors | Investment advisory (plan) | $51,421 |