AUMdb

Medler Electric Company Employee Stock Ownership Plan And Trust

Sponsored by Medler Electric Company · EIN 381655673 · Plan #003

Total assets
$25.3M
Net assets
$25.3M
Active participants
127
With balances
137

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pnc Institutional Asset Management Investment advisory (plan), Investment management $18,403
Raymond James & Associates, Inc. Investment advisory (plan) $14,254