AUMdb

John Henry Foster Company Employee Stock Ownership Plan

Sponsored by John Henry Foster Company · EIN 431306476 · Plan #001

Total assets
$39.2M
Net assets
$39.2M
Active participants
188
With balances
198

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
Charles Schwab Investment management $21,860
Rubinbrown Accounting $18,100
Menke & Associates Contract administrator $17,123
Prarie Capital Valuation $16,500