Robert Lanham signed Williams Brothers Construction Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Williams Brothers Construction Co., Inc.'s EIN is 74-1223844.
Download the official 2024 Form 5500 (PDF) for Williams Brothers Construction Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Williams Brothers Construction Co., Inc.'s plan includes profit-sharing, an 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. | 94-1737782 | — | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| WILLIAMS BROTHERS CONSTRUCTION, CO EMPLOYER COMMON STOCK | Common Stocks | — | $10.0M | $143.7M | 97.3% | |
| STATE STREET ANGELES GLOBAL EQUITY OPP FUND | Other securities | — | $425K | $1.8M | 1.2% | |
| JPMORGAN CHASE BANK INTEREST BEARING CASH | Cash / Money Market | — | $318K | $318K | 0.2% | |
| CHARLES SCHWAB PIMCO INCM INST CL | Mutual Funds | — | $364K | $273K | 0.2% | |
| CHARLES SCHWAB BAIRD CORE PLUS BOND INS | Mutual Funds | — | $200K | $198K | 0.1% | |
| CHARLES SCHWAB DODGE & COX INCOME FUND | Mutual Funds | — | $158K | $196K | 0.1% | |
| CHARLES SCHWAB INTEREST BEARING CASH | Mutual Funds | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
