Retirement Savings Plan
Sponsored by Petroleum Heat And Power Co., Inc. · EIN 061183025 · Plan #010
- Total assets
- $352M
- Net assets
- $352M
- Active participants
- 2,885
- With balances
- 3,379
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $197,649 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $104,646 |
| Pkf O'connor Davies, Llp | Accounting | $26,450 |