AUMdb

Hart Howerton Employee Stock Ownership Plan

Sponsored by Hart Howerton Holdings, Ltd. · EIN 274085152 · Plan #002

Total assets
$26.3M
Net assets
$26.3M
Active participants
121
With balances
179

Plan year beginning 04/01/2024 · 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
Mah & Associates, Llp Accounting, Direct payment from the plan, Other fees $25,000
Blue Ridge Esop Associates Accounting, Direct payment from the plan $17,668