Burch Oil Co., Inc. 401 K Profit Sharing Plan
Sponsored by Burch Oil Company, Inc. · EIN 520728457 · Plan #003
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 83
- With balances
- 111
Plan year beginning 01/01/2024 · Profit-sharing, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everington Consulting Inc | Recordkeeping | $4,693 |
| Wellington Consulting Services | Investment management fees (direct) | $0 |
| Morris & Wells | Investment management fees (direct) | $0 |
| Charles Schwab Trust Bank | Securities brokerage | $0 |