United Petroleum Transports, Inc. Employees Savings Plan
Sponsored by United Petroleum Transports, Inc. · EIN 730749055 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 525
- With balances
- 335
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 |
|---|---|---|
| Argent Retirement Plan Advisors, Llc CRD 165031 | deterministic · 100% | 2024 |
| 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 | $27,602 |
| Argent Retirement Plan Advisors Llc | Investment advisory (plan) | $15,667 |
| Empower Advisory Group, Llc | Investment management | $3,862 |