AUMdb

Preferred Pump & Equipment, L.P. 401(k) Plan

Sponsored by Preferred Pump & Equipment, L.P. · EIN 752798186 · Plan #001

Total assets
$77.4M
Net assets
$77.4M
Active participants
680
With balances
816

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
Schulz Wealth, Ltd. CRD 172194 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Schulz Wealth Ltd Investment advisory (plan) $128,618
Empower Annuity Insurance Company Recordkeeping fees $89,607