AUMdb

Daigle Oil Company 401(k) Plan

Sponsored by Daigle Oil Company · EIN 010271871 · Plan #002

Total assets
$11.0M
Net assets
$11.0M
Active participants
90
With balances
129

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $31,170
Felch & Company Llc Accounting $10,000
Mesirow Financial, Inc. Investment advisory (plan) $1,101
Downeast Pension Services, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $192
Ameriprise Financial Services Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0