AUMdb

Midwest Petroleum Company Profit Sharing And 401(k) Plan

Sponsored by Midwest Petroleum Company · EIN 430621968 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
342
With balances
294

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
First Heartland Consultants, Inc. CRD 110377 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $17,129
First Heartland Consultants, Inc Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0