Elliott Oil Company 401(k) Profit Sharing Plan
Sponsored by Elliott Oil Company · EIN 420932748 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 134
- With balances
- 147
Plan year beginning 08/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan), Direct payment from the plan | $25,386 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $14,479 |
| Paco Inc | Contract administrator, Direct payment from the plan, Other services | $2,250 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |