Whataburger Of Mesquite, Inc. Profit Sharing Plan
Sponsored by Whataburger Of Mesquite, Inc. · EIN 751325487 · Plan #001
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 612
- With balances
- 123
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Bokf, Na | Recordkeeping, Investment advisory (plan), Direct payment from the plan | $3,391 |
| Bok Financial Asset Mgmt, Inc | Recordkeeping, Investment advisory (plan), Direct payment from the plan | $1,195 |
| Charles Schwab Trust Bank | Custodial (securities), Account maintenance fees | $0 |