Strategic Petroleum Reserve Retirement And Savings Plan
Sponsored by Fluor Federal Petroleum Operations, Llc · EIN 455369207 · Plan #001
- Total assets
- $214M
- Net assets
- $214M
- Active participants
- 700
- With balances
- 1,001
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $101,948 |
| Morningstar Inc | Investment management, Direct payment from the plan | $11,517 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $6,193 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $2,706 |