Timothy Carvell signed Wohlsen Construction Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wohlsen Construction Company's EIN is 23-1542546.
Download the official 2024 Form 5500 (PDF) for Wohlsen Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wohlsen Construction Company's plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AEGIS TRUST COMPANY | 62-1437218 | — | CUSTODIAN | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 42-0127290 | — | RECORDKEEPER/BOOKKEEPER | $43K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Wohlsen Construction Company Common stock | Common Stocks | — | $20.4M | $31.0M | 97.5% | |
| Interest Bearing Cash ** Federated Hermes Government Obligations Fund | Cash / Money Market | — | $785K | $785K | 2.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HDH | 27-5464509 | — | VALUATION SERVICES | $8K | — |
