AUMdb

Employees Primary 401(k) Plan

Sponsored by Petroleum Transport Company, Inc. · EIN 560673428 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
356
With balances
244

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
John Hancock Life Insurance Company Distribution (12b-1) fees, Other insurance wrap fees, Soft dollars commissions $2,609
Wilshire Associates Inc (Usa) Investment advisory (participants) $1,342
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $1,300
Wilshire Associates Inc (Usa) Investment advisory (participants) $942