AUMdb

Rotochopper, Inc. First Restated Employee Stock Ownership Plan And Trust

Sponsored by Rotochopper, Inc. · EIN 392038403 · Plan #002

Total assets
$27.9M
Net assets
$26.9M
Active participants
113
With balances
159

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
Argent Trust Company Trustee (institutional) $32,083
Transition Finance Strategies Llc Recordkeeping fees $21,489
Eide Bailly, Llp Accounting $16,097
Wipfli Llp Valuation $15,000
Polsinelli Law Firm Legal $0
Krieg Devault Legal $0