James Alexander Corporation Employee Stock Ownership Plan And Trust
Sponsored by James Alexander Corporation · EIN 222063771 · Plan #002
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 110
- With balances
- 156
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Investment advisory (plan) | $22,090 |