Sonny Merryman, Inc. Employee Stock Ownership Plan And Trust
Sponsored by Sonny Merryman, Inc. · EIN 540806176 · Plan #001
- Total assets
- $33.3M
- Net assets
- $33.2M
- Active participants
- 110
- With balances
- 174
Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account
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 |
|---|---|---|
| Pershing | Investment advisory (plan), Securities brokerage commissions | $79,789 |
| Brown Edwards | Accounting, Direct payment from the plan | $20,300 |
| Sheldrick, Mcgehee & Kohler, Llc | Valuation, Direct payment from the plan | $10,250 |
| Ascensus Principal | Other services, Direct payment from the plan | $4,816 |