Colter Energy Services Usa Inc. 401(k) Plan
Sponsored by Colter Energy Services Usa Inc. · EIN 271299186 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 89
- With balances
- 81
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Investments | Trustee (institutional), Investment advisory (plan), Investment management fees (indirect) | $30,331 |
| John Hancock | Recordkeeping, Recordkeeping fees, Participant loan processing | $14,827 |