Assets by plan
Share of aggregate retirement assets
- SHARING PLAN I (#003)$12.4M
Filings through .
2 plans aggregated / $13.7M assets / 122 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | WHIT DAVIS LUMBER COMPANY 401(K) PROFIT SHARING PLAN I | 401(k) | $12.4M | 33 | 2025 |
| #004 | WHIT DAVIS LUMBER COMPANY 401(K) PROFIT SHARING PLAN II | 401(k) | $1.3M | 89 | 2025 |