Preferred Pump & Equipment Employee Stock Ownership Plan
Sponsored by Ppe Genpar, Inc. · EIN 751830915 · Plan #002
- Total assets
- $328M
- Net assets
- $272M
- Active participants
- 554
- With balances
- 646
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 |
|---|---|---|
| Schulz Wealth, Ltd. CRD 172194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schulz Wealth Ltd | Investment advisory (plan), Investment management | $0 |