AUMdb

Primera Engineers Esop Plan

Sponsored by Primera Engineers, Ltd · EIN 363520747 · Plan #002

Total assets
$3.0M
Net assets
$3.0M
Active participants
313
With balances
399

Plan year beginning 01/01/2024 · Stock bonus

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
Comstock Valuation Advisors Valuation $21,527
Transition Finance Strategies Contract administrator $15,695
Somerset Cpas And Advisors Accounting $0