AUMdb

Williams Brothers Construction Co, Inc Profit Sharing & Stock Ownership Plan

Sponsored by Williams Brothers Construction Co., Inc. · EIN 741223844 · Plan #001

Total assets
$148M
Net assets
$147M
Active participants
2,261
With balances
3,608

Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Charles Schwab & Co. Investment advisory (plan), Investment management fees (direct) $24,735