AUMdb

Herdrich Petroleum Corporation 401(k) Profit Sharing Plan And Trust

Sponsored by Herdrich Petroleum Corporation · EIN 351348760 · Plan #001

Total assets
$4.5M
Net assets
$4.5M
Active participants
146
With balances
182

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $23,805
Kemper Cpa Group Llp Accounting $16,960
Gallagher Benefit Services Inc Dba Investment advisory (plan) $10,337
Empower Advisory Group, Llc Investment management $354