Warrenton Oil Company, Inc. 401(k) Profit Sharing Plan
Sponsored by Warrenton Oil Company, Inc. · EIN 430793241 · Plan #002
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 500
- With balances
- 398
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co, L.P. | Investment advisory (plan), Other fees, Distribution (12b-1) fees | $66,035 |
| Ascensus | Contract administrator | $14,623 |
| Marcum Llp | Accounting | $4,120 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $819 |