AUMdb

Panhandle Oilfield Service Companies, Inc. 401 K Profit Sharing Plan

Sponsored by Panhandle Oilfield Service Companies, Inc. · EIN 481109486 · Plan #001

Total assets
$1.7M
Net assets
$1.7M
Active participants
131
With balances
89

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $14,703
Usi Consulting Group Recordkeeping, Participant loan processing, Recordkeeping fees $4,102
Mesirow Financial, Inc. Investment advisory (plan) $303
Usi Securities, Inc. Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0