Clipper Petroleum, Inc. Profit Sharing 401(k) Plan
Sponsored by Clipper Petroleum, Inc. · EIN 580606187 · Plan #002
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 218
- With balances
- 215
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (plan), Direct payment from the plan | $31,700 |
| Cpi Qualified Plan Consultants, Inc | Direct payment from the plan, Recordkeeping fees, Recordkeeping | $20,057 |