AUMdb

The Christman Employee Stock Ownership Plan

Sponsored by The Christman Company · EIN 380419740 · Plan #002

Total assets
$104M
Net assets
$104M
Active participants
809
With balances
906

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
Principal Plan administrator, Direct payment from the plan $108,712
Plante & Moran Accounting, Direct payment from the plan $29,400
Castle Valuation Fees Valuation, Direct payment from the plan $17,800