Original filing (PDF)20250611082302NAL0015776401001

WHOA & CO., INC.

Name: WHOA & CO., INC. — ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN, Form 5500 (2024)
Creator: WHOA & CO., INC.

Form 5500-SF

FILING_RECEIVED

ELDRIDGE ELECTRIC COMPANY, INC 401(K) PLAN

401(k) retirement plan

Active participants

119

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHOA & CO., INC..

Plan sponsor

Name

WHOA & CO., INC.

EIN

85-3285923

Address

13315 WESTERN OAKS DRIVE · P.O. BOX 1289 · HELOTES, TX · 780231289

Phone

(210) 695-9113

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Electrical Contractors plans

SIDNEY ELECTRIC COMPANY

SIDNEY ELECTRIC COMPANY 401(K) PLAN

$9.8M · 38 participants

KEITHLY ELECTRIC COMPANY

KEITHLY ELECTRIC COMPANY 401(K) PLAN

$9.8M · 60 participants

TOTAL ELECTRIC SERVICE, INC.

TOTAL ELECTRIC SERVICE RETIREMENT SAVINGS PLAN

$9.8M · 37 participants

J. E. SHEA ELECTRIC, INC.

J.E. SHEA ELECTRIC, INC. RETIREMENT SAVINGS PLAN

$9.8M · 21 participants

ELECTRICAL DYNAMICS, INC.

ELECTRICAL DYNAMICS, INC. RETIREMENT SAVINGS PLAN