AUMdb

Citgo Petroleum Corporation Employees' Retirement And Savings Plan

Sponsored by Citgo Petroleum Corporation · EIN 731173881 · Plan #003

Total assets
$1.0B
Net assets
$1.0B
Active participants
2,429
With balances
3,274

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors Investment advisory (plan), Direct payment from the plan $136,327
Fiioc, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping fees $30,949