Quality Oil Company 401(k) And Profit Sharing Plan
Sponsored by Quality Oil Company, Llc · EIN 560369080 · Plan #002
- Total assets
- $70.3M
- Net assets
- $70.3M
- Active participants
- 1,199
- With balances
- 1,750
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 |
|---|---|---|
| Independent Advisor Alliance, Llc CRD 168267 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $169,543 |
| Independent Advisor Alliance | Investment advisory (plan), Direct payment from the plan | $14,965 |