San Joaquin Refining Company 401 K Plan
Sponsored by San Joaquin Refining Company, Inc. · EIN 953341023 · Plan #003
- Total assets
- $36.2M
- Net assets
- $36.2M
- Active participants
- 131
- With balances
- 149
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors | Investment advisory (participants) | $25,755 |
| Voya Retirement Insurance And Annui | Investment advisory (plan) | $0 |
| Morningstar | Investment advisory (plan) | $0 |
| Qualified Services Inc Dba Hicks Pe | Other services | $0 |