AUMdb

St. Romain Oil Company, Llc 401(k) Plan & Trust

Sponsored by St. Romain Oil Company, Llc · EIN 720685861 · Plan #001

Total assets
$3.6M
Net assets
$3.5M
Active participants
167
With balances
108

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $11,748