Chapter Target Prospect Goal January - December 2014 Assignments Chapter Target Prospect California / Western States TBD ESOP / Company Notes Metcalf joined 8/11/14 (3rd Chapter) Carolinas WebAssign Ms. Ellen Grantham, VP, Finance Mr. Larry Rappl, HR Manager 1791 Varsity Drive Suite 200 Raleigh, NC 27606-5242 919-829-8181 egrantham@webassign.net Hawaii American Carpet One / The Carpet Shoppe, Inc. Mr. David Arita, President Implementing an ESOP 4478 Malaai Street Former Affiliate Member Honolulu, HI 96818-3134 Frieda Takaki met with / golfed with 808-832-2007 david.arita@tcs-hawaii.com www.tcs-hawaii.com Yogi Kwong Joined 6/11/14 (2nd Chapter) Heart of America Kwame Building Group Ms. Rebecca Thompson Corporate Administrator Ms. Rhea Irvin Director of HR Kwame Building Group 1204 Washington Avenue Suite 200 Saint Louis, MO 63103 314-754-5625 rirvin@kwamebuildinggroup.com www.kwamebuildinggroup.com Attended 36th Annual ESOP Conference J.L. Nichols Referral lrappl@webassign.net www.webassign.net Attended HOA St. Louis Sem 2014 ESOP est. 2012 50 ESOP participants S Corp N/A ESOP % Coonstruction Management Services 1 rthompson@kwamebuildinggroup.com Illinois Thouvenot Wade & Moerchen Inc. Mr. Roland G. Thouvenot, President 4940 Old Collinsville Road Belleville, IL 6226-2025 618-624-4488 rthouvenot@twm-ionc.com www.twm-inc.com consulting engineering & surveying ESOP est. 2003 17% ESOP 73 ESOP participants Indiana IDI Fabrication, Inc. Mr. Peter Miller, CFO 14444 Herriman Blvd Noblesville, IN 46060-4900 317-776-6577 fax 317-770-4093 pmiller@idifabrication.com www.idifabrication.com manufacturing former member, dropped 2011, no reason given at time A Richard Mourdock - Indiana ESOP Initiative funding $3m 64 ESOP participants ESOP est. 2010 Moss Eng. Joined 2/28/14 (1st Chapter) Iowa / Nebraska M. E. Collins Contracting Company, Inc. Construction Courtney Jacobsen, President ESOP est. 1989 PO Box 83 ESOP 100% 980 East 25th Street 97 ESOP Participants Wahoo, NE 68066-0083 Attended IA NE Chapter Mtg. June 2010 402-443-3663 Told Chris Best they would join - so is interest. courtney@mecollinscontracting.com Attended IA NE Chapter 2008 Fall Conference www.mecollinscontracting.com Michigan Electro-Matic Products Rich Larmee, Vice President & Gen Mgr 23409 Industrial Park Ct Farmington, MI 48335-2849 248-478-1182 fax (248) 478-1472 fax 616-748-5166 rslaramee@electro-matic.com www.electro-matic.com 2 Technology Systems in Manufacturing Company founded 1969 ESOP est. 2006 112 ESOP participants 100% ESOP closely-held Attended 2013 Michigan Spring Conference Mid-Atlantic Triple Canopy Ignacio Balderas, Chairman & CEO 12018 Sunrise Valley Drive, Suite 140 Reston, VA 20191-3444 703-673-5000 fax 703-673-5001 toll free 866-349-1506 www.triplecanopy.com Government contractor. Security and training servs. ESOP est. 2014 100% ESOP press clippings announcement national sent introductory TEA letter and invitation to join 2/19/2014 5,000 plus employees Minnesota / Dakotas Low Voltage Contractors, Inc. 4200 W. 76th Street Minneapolis, MN 55435 952-835-4600 www.lvcinc.com Technology Systems ESOP est. 2008 27 ESOP participants New England OEM Connect Bill Coffill, Business Manager 35-B Concord Street North Reading, MA 01864 978-207-1055 bcoffill@oemconnect.com www.oemconnect.com Sales of Printer & Copier Toners Company founded 2001 ESOP established 2010 S Corp 20 ESOP participants New Jersey / New York Home Delivery America David L. Boyne, CFO 200 Seaview Drive Secaucus, NJ 07094 201-617-1800 www.homedelamerica.com home delivery, warehousing, distribution company founded 1965 ESOP est. 2007 43 participants closely-held New South NBP Engineers, Inc. John Green, CFO PO Box 26880 316 Corporate Parkway Macon, GA 31221-6880 478-745-1691 fax 478-750-9873 jgreen@nbpengineers.com www.nbpengineers.com Consulting Engineering company founded 1960 ESOP est. 2006 40% ESOP 38 ESOP participants closely-held Requested information 07/05/2012, interest as of 8/12, but no membership yet 3 Northwest Alamon Telco, Inc. Mr. Craig Bolme Chief Financial Officer & Trustee 315 W Idaho Street Kalispell, MT 59901-3942 406-752-8838 craig@alamon.com www.alamon.com Ohio / Kentucky Hardy Diagnostics Culture Media Manufacturer Mr. Steve Jeanmougin, Corporate Controller ESOP Est. 2011 Ms. Rebecca Richards, Accounting Manager 174 ESOP participants Hardy Diagnostics Attended OH/KY Fall Conf 2013 429 S Pioneer Blvd Springboro, OH 45066-3002 937-550-2754 fax 805-361-2714 www.hardydiagnostics.com Pennsylvania / Delaware KTA-Tator, Inc. Mr. Daniel Adley, CEO 115 Technology Drive Pittsburgh, PA 15275-1085 412-788-1300 dadley@kta.com www.kta.com ChillCo, Inc. Mr. John Paul Haley, Jr., CFO 22225 Little Creek Road Mandeville, LA 70471 (985) 809-0888 fax (985) 809-0331 phaley@chillcoinc.com www.chillcoinc.com Consulting Engineering company founded 1949 ESOP est. 2010 240 ESOP participants 70% ESOP Somerville, Inc. Mr. Randy Boden, SVP Ms. Sara Kvitek, VP, Finance 2100 Riverside Drive Green Bay, WI 54301-2390 920-437-8136 FAX 920-437-1131 rboden@somervilleinc.com architect / engineer Company founded 1946, closely held ESOP est. 1999 92% ESOP 49 ESOP participants former member dropped in 2004 new contacts with renewed interest in TEA Southwest Wisconsin Telecommunications Industry company founded 1975 ESOP est. 2011 56 ESOP participants closely-held SCORP Attended NW April 2014 Conference cooling systems company founded 1996 ESOP est. 2010 51 ESOP participants closely-held 4