Petroleum Heat And Power Co., Inc. Retirement Plan
Sponsored by Petroleum Heat And Power Co., Inc. · EIN 061183025 · Plan #005
- Total assets
- $44.1M
- Net assets
- $44.1M
- Active participants
- 86
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $264,811 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $100,782 |
| Pkf O'connor Davies, Llp | Accounting, Direct payment from the plan | $26,450 |
| Nixon Peabody | Contract administrator, Investment advisory (plan), Legal | $15,085 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan), Other fees | $0 |