AUMdb

Santa Fuel, Inc. 401(k) Savings Plan

Sponsored by Santa Fuel, Inc. · EIN 060679846 · Plan #002

Total assets
$30.0M
Net assets
$30.0M
Active participants
209
With balances
276

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
Mayflower Financial Advisors, Llc CRD 307857 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mayflower Financial Advisors Llc Investment advisory (plan) $34,000
Jpmorgan Invest Holdings Llc Recordkeeping fees $505