Piece Management, Inc. Employee Stock Ownership Plan
Sponsored by Piece Management, Inc. · EIN 113278050 · Plan #002
- Total assets
- $17.5M
- Net assets
- $13.3M
- Active participants
- 203
- With balances
- 283
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 |
|---|---|---|
| Ives & Sultan Llp | Accounting | $21,000 |
| Sc&H Capital | Valuation | $17,000 |
| Summit Fiduciary Group, Llc. | Trustee (institutional) | $15,300 |
| Bsi | Recordkeeping | $13,832 |