Petro Services, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Petro Services, Inc. · EIN 593415240 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 774
- With balances
- 230
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $40,962 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $27,254 |