Auto Custom Carpets, Inc. Employee Stock Ownership Plan
Sponsored by Auto Custom Carpets, Inc. · EIN 630740625 · Plan #003
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 140
- With balances
- 291
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Menke & Associates, Inc. | Contract administrator | $36,688 |
| Warren Averett, Llc | Accounting | $17,500 |
| Charles Schwab | Investment management | $9,779 |
| Sansome Street Appraisers, Inc. | Valuation | $8,600 |