AUMdb

Eki Environment & Water, Inc. Employee Stock Ownership Plan

Sponsored by Eki Environment & Water, Inc. · EIN 943087395 · Plan #002

Total assets
$8.1M
Net assets
$8.1M
Active participants
115
With balances
149

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
Prudent Fiduciary Services, Llc Trustee (discretionary) $14,019
Transition Financial Strategies Llc Contract administrator $13,431
Newport Valuations, Inc. Valuation $10,037
Withum Smith And Brown Contract administrator $8,929