White Construction Company 401 K Plan
Sponsored by Charles N White Construction Co · EIN 640524151 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 128
- With balances
- 123
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ballew Advisors Inc CRD 110522 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ballew Advisors | Investment advisory (plan) | $57,854 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$11,563 |