AUMdb

White Rock Oil & Gas, Llc 401(k) Plan

Sponsored by White Rock Oil & Gas, Llc · EIN 455278017 · Plan #001

Total assets
$10.5M
Net assets
$10.5M
Active participants
102
With balances
127

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $89,113
Definiti, Llc Contract administrator, Direct payment from the plan, Other services $5,575
Lpl Financial Llc Rpcp Investment advisory (plan), Other fees $0