AUMdb

Ngl Energy 401(k) Plan

Sponsored by Ngl Energy Holdings, Llc · EIN 273423067 · Plan #001

Total assets
$117M
Net assets
$117M
Active participants
549
With balances
1,218

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 deterministic · 100% 2024
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $140,233
Captrust Investment advisory (plan), Investment management fees (direct) $52,191
Morgan Stanley Investment advisory (plan), Investment management fees (direct) $6,375