Uno Ven Retirement Plan
Sponsored by Pdv Midwest Refining L.L.C. · EIN 364138789 · Plan #001
- Total assets
- $26.3M
- Net assets
- $26.2M
- Active participants
- 26
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Curcio Webb Llc CRD 109066 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer | Consulting (pension), Direct payment from the plan | $58,222 |
| Kpmg | Accounting, Direct payment from the plan | $46,000 |
| Aon Consulting Inc. | Actuarial, Direct payment from the plan | $41,528 |
| Willis Towers Watson | Investment advisory (plan), Direct payment from the plan | $23,483 |
| Alight Solutions, Llc | Other services, Direct payment from the plan | $20,548 |
| Curcio Webb, Llc | Investment advisory (plan), Direct payment from the plan | $8,345 |