Torani Team Member Employee Stock Ownership Plan
Sponsored by R. Torre & Company, Inc. · EIN 942590264 · Plan #002
- Total assets
- $46.0M
- Net assets
- $31.7M
- Active participants
- 274
- With balances
- 298
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 |
|---|---|---|
| Chartwell Financial Services | Valuation, Other fees | $33,184 |
| Greatbanc Trust Co. | Trustee (directed), Investment management fees (direct) | $25,200 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $15,481 |