AUMdb

Shebester Bechtel, Inc. Employee Stock Ownership Plan

Sponsored by Shebester Bechtel, Inc. · EIN 730977376 · Plan #001

Total assets
$23.0M
Net assets
$23.0M
Active participants
65
With balances
183

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
World Investment Advisors, Llc Investment advisory (plan), Direct payment from the plan $0
Transition Finance Strategies Other services $0
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $0