Pinnacle Oil Holdings 401(k) Plan
Sponsored by Pinnacle Oil Holdings, Llc · EIN 263085119 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 156
- With balances
- 169
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 |
|---|---|---|
| Hurlow Wealth Management Group, Inc. CRD 282587 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hurlow Wealth Management | Investment advisory (participants) | $25,492 |
| Benefit Plans Plus | Plan administrator | $4,180 |
| John Hancock | Recordkeeping, Investment management, Sub-transfer agency fees | $2,349 |