PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Willocks Construction Corporation
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Top hat

Willocks Construction Corporation

EIN 99-0153419-public relations and communications-Latest filing 2025
Plans
3
Retirement
3
$2.8M assets
Health & Benefits
0
Participants
45
16-209 MELEKAHIWA PLACE - KEAAU, HI 96749808-982-9099willockshawaii.comLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
3 filings
#004Profit-sharing-$1.4M - 12 part#001ESOP-$818K - 17 part#002Profit-sharing-$519K - 16 part

Retirement portfolio analytics

3 plans aggregated / $2.8M assets / 45 participants

Assets by plan

Share of aggregate retirement assets

  • FOR DAVIS-BACON EMPLOYEES (#004)$1.4M
  • EMPLOYEE STOCK OWNERSHIP (#001)$818K
  • PROFIT SHARING PLAN (#002)$519K
Total $2.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)17
  • PROFIT SHARING PLAN (#002)16
  • FOR DAVIS-BACON EMPLOYEES (#004)12
Total 45Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

WILLOCKS CONSTRUCTION CORPORATION PENSION PLAN FOR DAVIS-BACON EMPLOYEES

Profit-sharing

Assets$1.4M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

WILLOCKS CONSTRUCTION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$818K
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

WILLOCKS CONSTRUCTION CORPORATION PROFIT SHARING PLAN

Profit-sharing

Assets$519K
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004WILLOCKS CONSTRUCTION CORPORATION PENSION PLAN FOR DAVIS-BACON EMPLOYEESProfit-sharing$1.4M122025
#001WILLOCKS CONSTRUCTION CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$818K172025
#002WILLOCKS CONSTRUCTION CORPORATION PROFIT SHARING PLANProfit-sharing$519K162025
  • WILLOCKS CONSTRUCTION CORPORATION PENSION PLAN FOR DAVIS-BACON EMPLOYEES$1.4M
    #004 · Profit-sharing · 202512
  • WILLOCKS CONSTRUCTION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN$818K
    #001 · ESOP · 202517
  • WILLOCKS CONSTRUCTION CORPORATION PROFIT SHARING PLAN$519K
    #002 · Profit-sharing · 202516
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica