AUMdb

Edwards Oil Employees Profit Sharing & 401(k) Plan

Sponsored by Edwards Oil, Inc. · EIN 411329697 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
142
With balances
180

Plan year beginning 01/01/2024 · 401(k)

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
Newport Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $23,591
Merrill Lynch Retirement & Benefit Investment advisory (plan), Direct payment from the plan $11,275
Walker, Giroux & Hahne Llc Accounting, Direct payment from the plan $10,200