Fleis & Vandenbrink Engineering Inc Employee Stock Ownership Plan
Sponsored by F & V Companies Inc · EIN 472260160 · Plan #003
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 296
- With balances
- 376
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rockefeller & Co. Llc CRD 294197 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rockefeller | Investment advisory (plan) | $20,838 |
| Vba | Accounting | $13,000 |
| Matheson Financial Advisors | Valuation | $9,750 |