AUMdb

Avalon Flooring Employee Stock Ownership Plan

Sponsored by Sovereign Distributors, Inc. T/A Avalon Flooring · EIN 222985143 · Plan #002

Total assets
$23.4M
Net assets
$20.4M
Active participants
294
With balances
486

Plan year beginning 04/01/2024 · 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
Menke & Associates Contract administrator $40,147
Capaldi, Reynolds & Pelosi, Pa Accounting $27,850
Isaacks & Associates, Ltd., Llp Trustee (institutional) $19,800
Weinress & Associates Valuation $8,000