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Employee Ownership Month

Across
Appointee with authority and discretion over the plan assets, must put their clients' interests ahead of their own
Person, company, or institution that owns at least one share of a company's stock
The paying out of your ESOP balance
The requirement that ESOP companies must be prepared to pay cash equal in value to stock in a participant's account
A portion of ownership of the company
Received annually from Boulay, this shows your share allocations and value
Down
Employee Ownership Month
It takes 5 years of service to become this
An ESOP member age 55+ who has at least 10 years of participation in the plan may reduce risk by transferring a portion of their balance to different investments through this process
These make up roughly 3% of the US population.
A current member of the ESOP
Dividing released stock among participants
HM Cragg's ESOP education mascot
Site of Employee Owned 2023 national conference, where HM Cragg is a finalist in the Annual Awards for Communication Excellence
Employee Stock Ownership Plan