Asm Affiliates Employee Stock Ownership Plan And Trust
Sponsored by Asm Affiliates, Inc · EIN 953163341 · Plan #002
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 96
- With balances
- 134
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 |
|---|---|---|
| Gatto Pope | Accounting, Direct payment from the plan | $14,957 |
| Weaver & Tidwell | Valuation, Direct payment from the plan | $14,350 |
| Prudent Fiduciary Services | Trustee (directed), Direct payment from the plan | $12,013 |
| Principal | Plan administrator, Direct payment from the plan | $11,257 |