AUMdb

Technical Associates Of Georgia Employee Stock Ownership Plan

Sponsored by Technical Associates Of Georgia, Inc. · EIN 581409457 · Plan #002

Total assets
$12.8M
Net assets
$12.7M
Active participants
159
With balances
317

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
Kirbo & Kirbo, P.C. Trustee (discretionary), Direct payment from the plan $40,000
Futureplan Plan administrator, Direct payment from the plan $35,618
Willamette Management Associates Valuation, Direct payment from the plan $18,495
Mauldin & Jenkins Accounting, Direct payment from the plan $18,155