First Reserve Savings Plan
Sponsored by First Reserve Corporation, L.L.C. · EIN 800547662 · Plan #001
- Total assets
- $56.6M
- Net assets
- $56.6M
- Active participants
- 46
- With balances
- 119
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $28,010 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $0 |