Service Provider
WIDMER ROEL PC
7 companies • 7 plans • 18 filings • Latest year 2024
Company Profile • 45-0334950AccountantDisclaimer of opinionService providerUnqualified opinionAccountingAuditingOther services
Total Direct Compensation
$230,627
0.08% of tracked asset basis
Tracked Asset Basis
$277,536,161
Companies
7
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| Fargo-Moorhead Home Builders Health Plan and Trust | 36-3729320 | 5 | 1 | 2024 | $79,973 | 0.09% | $85,047,880 |
| Associated General Contractors of North Dakota Employee Benefit Trust | 20-0153871 | 3 | 1 | 2024 | $50,401 | 0.24% | $20,771,439 |
| Board of Trustees of Bismarck-Mandan Carpenters Local 1091 Tax Deferra | 45-0414282 | 2 | 1 | 2024 | $38,350 | 0.11% | $34,909,622 |
| Oday Management Inc. | 45-0218364 | 3 | 1 | 2019 | $30,553 | 0.16% | $18,800,739 |
| Board of Trustees, Plumbers & Steamfitters Local 300 | 45-0354856 | 1 | 1 | 2024 | $24,950 | 0.04% | $70,885,272 |
| State Bankshares Inc. | 45-0412162 | 1 | 1 | 2009 | $6,400 | 0.02% | $31,958,057 |
| PREFERENCE EMPLOYMENT SOLUTIONS PEO | 45-0441041 | 3 | 1 | 2024 | - | - | $15,163,154 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2024 | Fargo-Moorhead Home Builders Health Plan and Trust | Fm Home Builders Health Plan and Trust | Accountant • Service provider • Unqualified opinion | Accounting | $32,623 | 0.12% | $27,659,293 | View filing |
| 2024 | Associated General Contractors of North Dakota Employee Benefit Trust | Associated General Contractors of North Dakota Employee Benefit Trust | Accountant • Service provider • Unqualified opinion | Accounting | $28,891 | 0.38% | $7,666,159 | View filing |
| 2024 | Board of Trustees, Plumbers & Steamfitters Local 300 | Plumbers & Steamfitters Local #300 Pension Plan | Accountant • Service provider • Unqualified opinion | Accounting | $24,950 | 0.04% | $70,885,272 | View filing |
| 2024 | Board of Trustees of Bismarck-Mandan Carpenters Local 1091 Tax Deferra | Bismarck Mandan Carpenters Local 1091 Tax Deferral Plan | Accountant • Service provider • Unqualified opinion | Accounting | $21,450 | 0.12% | $18,164,691 | View filing |
| 2024 | PREFERENCE EMPLOYMENT SOLUTIONS PEO | Payroll Express Inc. Retirement Savings Plan | Accountant • Unqualified opinion | - | - | - | $6,970,022 | View filing |
| 2023 | Fargo-Moorhead Home Builders Health Plan and Trust | Fm Home Builders Health Plan and Trust | Accountant • Service provider • Unqualified opinion | Accounting | $29,123 | 0.12% | $24,719,299 | View filing |
| 2023 | Associated General Contractors of North Dakota Employee Benefit Trust | Associated General Contractors of North Dakota Employee Benefit Trust | Accountant • Service provider • Unqualified opinion | Accounting | $21,510 | 0.32% | $6,654,005 | View filing |
| 2023 | Board of Trustees of Bismarck-Mandan Carpenters Local 1091 Tax Deferra | Bismarck Mandan Carpenters Local 1091 Tax Deferral Plan | Accountant • Service provider • Unqualified opinion | Accounting | $16,900 | 0.10% | $16,744,931 | View filing |
| 2023 | PREFERENCE EMPLOYMENT SOLUTIONS PEO | Payroll Express Inc. Retirement Savings Plan | Accountant • Unqualified opinion | - | - | - | $5,184,202 | View filing |
| 2022 | PREFERENCE EMPLOYMENT SOLUTIONS PEO | Payroll Express Inc. Retirement Savings Plan | Accountant • Unqualified opinion | - | - | - | $3,008,931 | View filing |
| 2022 | Associated General Contractors of North Dakota Employee Benefit Trust | Associated General Contractors of North Dakota Employee Benefit Trust | Accountant • Unqualified opinion | - | - | - | $6,451,276 | View filing |
| 2019 | Oday Management Inc. | O'Day Management Inc. 401(K) Profit Sharing Plan | Accountant • Disclaimer of opinion • Service provider | Accounting • Auditing | $10,617 | 0.17% | $6,431,349 | View filing |
| 2018 | Oday Management Inc. | O'Day Management Inc. 401(K) Profit Sharing Plan | Accountant • Disclaimer of opinion • Service provider | Accounting • Auditing | $10,120 | 0.16% | $6,210,202 | View filing |
| 2017 | Fargo-Moorhead Home Builders Health Plan and Trust | Fm Home Builders Health Plan and Trust | Accountant • Service provider • Unqualified opinion | Accounting | $18,227 | 0.11% | $17,347,720 | View filing |
| 2017 | Oday Management Inc. | O'Day Management Inc. 401(K) Profit Sharing Plan | Accountant • Disclaimer of opinion • Service provider | Accounting | $9,816 | 0.16% | $6,159,189 | View filing |
| 2012 | Fargo-Moorhead Home Builders Health Plan and Trust | Fm Home Builders Health Plan and Trust | Accountant • Unqualified opinion | - | - | - | $8,193,331 | View filing |
| 2011 | Fargo-Moorhead Home Builders Health Plan and Trust | Fm Home Builders Health Plan and Trust | Accountant • Unqualified opinion | - | - | - | $7,128,238 | View filing |
| 2009 | State Bankshares Inc. | State Bankshares 401(K) Profit Sharing Plan | Accountant • Disclaimer of opinion • Service provider | Accounting • Other services | $6,400 | 0.02% | $31,958,057 | View filing |