Parker Oil Company, Inc. 401(k) Plan
Sponsored by Parker Oil Company, Inc. · EIN 540379900 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 230
- With balances
- 143
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 |
|---|---|---|
| Wilbanks, Smith & Thomas Asset Management, Llc CRD 106060 | fuzzy_auto · 95% | 2024 |
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilbanks, Smith, & Thomas Asset Mgm | Investment management | $17,028 |
| Clearstead Advisors Llc | Investment advisory (plan) | $16,525 |
| The Vanguard Group, Inc. | Recordkeeping fees | $3,643 |
| Blue Ridge Esop Associates | Plan administrator | $2,340 |
| Ascensus Llc | Recordkeeping fees | $0 |