Interstate Oil Co. Savings & Retirement Plan
Sponsored by Interstate Oil Co. · EIN 942154633 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 208
- With balances
- 158
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners, Llc | Investment advisory (plan) | $29,169 |
| John Hancock | Recordkeeping, Participant loan processing | $24,228 |