Cramer & Associates, Inc. Employee Stock Ownership Plan
Sponsored by Cramer & Associates, Inc. · EIN 421102408 · Plan #001
- Total assets
- $32.0M
- Net assets
- $32.0M
- Active participants
- 110
- With balances
- 120
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Greatbanc Trust Company | Trustee (institutional) | $86,550 |
| Rsm Us, Llp | Accounting | $21,630 |
| Blue Ridge Topco, Llc | Recordkeeping | $20,065 |
| Hdh Advisors | Valuation | $7,600 |