Wilhelm Construction, Inc. 401(k) Plan
Sponsored by Wilhelm Construction, Inc. · EIN 352121830 · Plan #001
- Total assets
- $42.7M
- Net assets
- $42.7M
- Active participants
- 638
- With balances
- 683
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $51,824 |
| Shepherd Financial Investment Adv | Investment advisory (plan) | $22,000 |