AUMdb

Whitaker Construction Co., Inc. Employee Stock Ownership Plan

Sponsored by Whitaker Construction Co., Inc. · EIN 870274152 · Plan #002

Total assets
$185M
Net assets
$147M
Active participants
700
With balances
800

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 Contract administrator, Direct payment from the plan, Recordkeeping fees $44,979
Eide Bailly Accounting, Direct payment from the plan $11,250
Western Valuation Advisors Valuation, Direct payment from the plan $5,500