Wohlsen Construction Company Employee Stock Ownership Plan
Sponsored by Wohlsen Construction Company · EIN 231542546 · Plan #005
- Total assets
- $31.8M
- Net assets
- $13.1M
- Active participants
- 261
- With balances
- 362
Plan year beginning 01/01/2024 · Stock bonus
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 |
|---|---|---|
| Principal | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $43,262 |
| Aegis Trust Company | Custodial (securities), Trustee (institutional), Other fees | $30,000 |
| Hdh | Valuation, Direct payment from the plan | $7,500 |