AUMdb

Seaco National Corp. Employee Stock Ownership Plan

Sponsored by Seaco National Corp. · EIN 581478160 · Plan #002

Total assets
$50.5M
Net assets
$46.2M
Active participants
114
With balances
176

Plan year beginning 01/01/2024

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
Cbiz Cpas P.C. Accounting $28,626
Hdh Advisors Valuation $16,000
Transition Finance Strategies, Llc Recordkeeping fees $14,707
Smith Lynch Llc Legal $9,030