AUMdb

Latshaw Drilling Co., Llc 401(k) Plan

Sponsored by Latshaw Drilling Co., Llc · EIN 202901997 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
139
With balances
217

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
Hub Investment Partners, Llc CRD 307956 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Adp Retirement Services Other services, Investment management fees (indirect), Sub-transfer agency fees $24,408
Hub Investment Partners, Llc Investment advisory (plan) $4,354
Employee Benefits Group, Llc Contract administrator $3,488
Empower Annuity Ins. Co. Of America Recordkeeping fees $3,484
Empower Advisory Group Investment management $52