Wilson Electric Services Corp. Employee Stock Ownership Plan
Sponsored by Wilson Electric Services Corp Esop · EIN 753091289 · Plan #002
- Total assets
- $262M
- Net assets
- $256M
- Active participants
- 692
- With balances
- 1,039
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Ubs | Investment management, Investment management fees (direct) | $70,979 |
| Ventura Trust Company | Trustee (institutional), Direct payment from the plan | $48,620 |
| Principal Financial Group | Plan administrator, Direct payment from the plan | $46,590 |
| Sc&H Group Inc | Valuation, Direct payment from the plan | $18,500 |
| Masperger Patterson & Mcmullin, Plc | Accounting, Direct payment from the plan | $9,525 |