K & G Petroleum, Llc 401(k) Plan
Sponsored by K & G Petroleum, Llc · EIN 364513700 · Plan #002
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 525
- With balances
- 165
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 |
|---|---|---|
| Bokf, Na | Custodial (securities), Trustee (institutional), Trustee (directed) | $9,645 |
| Transamerica Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $5,177 |
| Cetera Advisor Networks | Investment advisory (plan) | $2,185 |
| Cbiz Retirement Plan Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $675 |
| Mesiro Financial, Inc. | Investment advisory (plan) | $88 |