AUMdb

Monteith Construction Corp. Employee Stock Ownership Plan

Sponsored by Monteith Construction Corp. · EIN 980190888 · Plan #002

Total assets
$15.7M
Net assets
$-10.6M
Active participants
136
With balances
135

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
Clark Hill Plc Legal, Consulting fees $45,635
Prudent Fiduciary Services Llc Trustee (directed), Consulting fees $42,436
Principal Financial Group Plan administrator, Consulting fees $24,000