AUMdb

Peterson's Oil Service, Inc.Profit Sharing Plan

Sponsored by Peterson's Oil Service,Inc · EIN 042268850 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
62
With balances
99

Plan year beginning 07/01/2024 · Profit-sharing

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
Wells Fargo Investment advisory (plan), Investment management, Direct payment from the plan $20,967