Mccreary Modern, Inc. Employee Stock Ownership Plan
Sponsored by Mccreary Modern, Inc. · EIN 561497443 · Plan #002 · Newton, NC
- Total assets
- $89.6M
- Net assets
- $89.5M
- Active participants
- 675
- With balances
- 1,071
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 |
|---|---|---|
| Blue Ridge Topco, Llc | Recordkeeping | $48,621 |
| Advanced Valuation Analytics Ltd | Valuation | $22,041 |
| Smith Leonard Pllc | Accounting | $15,500 |