Refinery Terminal Fire Company 401(k) Profit Sharing Plan
Sponsored by Refinery Terminal Fire Company · EIN 741073223 · Plan #002
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 105
- With balances
- 115
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Securities, Inc. | Investment advisory (participants) | $79,120 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $1,002 |